Connect CallHippo and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Log Activity
New SMS Activity
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 CallHippo and Salesmate automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Log Activity
Triggers when there's a new call.
New SMS Activity
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
Do thisActions
Action is the task that follows automatically within your CallHippo integrations.
Get All Users
Get all users in the account
Create a Contact
Create a new contact.
List All Campaign
List all the campaign in the account.
Send SMS
Send SMS through CallHippo
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your CallHippo and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how CallHippo 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 CallHippo 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 CallHippo 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 CallHippo
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
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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