
When this happens...
New Contact
Contact Updated
Contact Deleted
Contact Tagged
Contact Untagged
New Campaign
Campaign Updated
Campaign Cancelled

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new contact is added.
Triggers when a contact is updated.
Triggers when a contact is deleted.
Triggers when a contact is tagged.
Triggers when a contact is untagged.
Triggers when a campaign is created.
Action is the task that follows automatically within your Cakemail integrations.
Add a new contact in Cakemail
Update a perticular contact
Get the account details.
Shows all the Lists.
Get the DNS entries for the Tracking and the Bounce domains.
Show all email activity logs.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Cakemail and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Cakemail triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Cakemail 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 Cakemail 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 Cakemail 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.
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
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.
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