Connect Botpress and Salesmate to Build Intelligent Automations

Choose a Trigger

Botpress

When this happens...

Choose an Action

Salesmate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Workspace

New Workspace

Trigger when new workspace is created.

Request a new Trigger for Botpress

Do thisActions

Action is the task that follows automatically within your Botpress integrations.

Create Workspace

Create Workspace

Creates a Workspace.

Update Workspace

Update Workspace

Update an existing workspace.

Delete Workspace

Delete Workspace

Delete an Existing Workspace.

Update Account

Update Account

Update an Existing Account.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

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Frequently Asked Questions

How do I start an integration between Botpress and Salesmate?

To start, connect both your Botpress and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Botpress triggers actions in Salesmate (or vice versa).

Can we customize how data from Botpress is recorded in Salesmate?

Absolutely. You can customize how Botpress 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.

How often does the data sync between Botpress and Salesmate?

The data sync between Botpress and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Botpress to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Botpress and Salesmate?

Yes, you can set conditional logic to control the flow of data between Botpress 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.

Botpress

About Botpress

Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.

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Salesmate

About 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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