IntegrationsBreezeSalesmate
Breeze + Salesmate

Connect Breeze and Salesmate to Build Intelligent Automations

Choose a Trigger

Breeze

When this happens...

Choose an Action

Salesmate

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New File

New File

Triggers when a new file is added.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for Breeze

Do thisActions

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

Create New Project

Create New Project

Creates a new project.

Create New Task

Create New Task

Creates a new task.

Create Workspace

Create Workspace

Creates a new workspace.

List project

List project

List all active projects

List workspaces

List workspaces

list of all workspaces

Get Activity and audit log

Get Activity and audit log

list all activity entries

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Frequently Asked Questions

How do I start an integration between Breeze and Salesmate?

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

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

Absolutely. You can customize how Breeze 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 Breeze and Salesmate?

The data sync between Breeze 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 Breeze 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 Breeze and Salesmate?

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

Breeze

About Breeze

Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.

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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.

Learn More