Connect Breeze and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New File
New Task Is Created
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
Ready to use Breeze and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task Is Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Breeze integrations.
Create Project
Create project with details
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
List Project Tasks
List tasks for a project
List Active Projects
Show all active projects
List Workspaces
Get all workspaces
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Frequently Asked Questions
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).
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.
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.
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 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.
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.
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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