Connect Bolna and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Bolna
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Enable Integrations or automations with these events of Bolna and Salesmate
Enable Integrations or automations with these events of Bolna and Salesmate
Actions
Make a Phone Call
Create outbound calls.
Get All Excecutions
Get all agent executions and their details.
List Voice AI Agents
Get a list of all Voice AI agents under your account.
List Phone Numbers
Get a list of all phone numbers associated with your account.
List Knowledgebases
Get a list of all knowledgebases associated with your account.
List Providers
Get a list of all providers associated with your Bolna account.
Know More About Bolna and Salesmate Integrations
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Frequently Asked Questions
To start, connect both your Bolna and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Bolna triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Bolna data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Bolna and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bolna and Salesmate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Bolna
Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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