
When this happens...
New project created

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
When this happensTriggers
A trigger is an event that starts a workflow.
Finds Braintrust projects created recently so you can act on new opportunities.
Action is the task that follows automatically within your Braintrust integrations.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal

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To start, connect both your Braintrust and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Braintrust triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Braintrust 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 Braintrust 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 Braintrust 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.
Braintrust is a decentralized talent network that connects skilled professionals with companies seeking top-tier expertise. It leverages blockchain technology to ensure fair compensation and transparency in the hiring process.
Learn MoreSalesmate 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.
Learn More