Connect CallHub and Salesmate to Build Intelligent Automations

Choose a Trigger

CallHub

When this happens...

Choose an Action

Salesmate

Automatically do this!

Ready to use CallHub and Salesmate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Agent Activates Account

Agent Activates Account

Runs when Agent Activates Account.

New Note Added

New Note Added

Triggers when a new note is added by an agent for any call center campaign in your CallHub account.

New Text Message Received

New Text Message Received

Triggers when you receive a text message for any SMS campaign in your CallHub account.

Transfer Digit Pressed

Transfer Digit Pressed

Triggers when the transfer digit is pressed in a voice broadcast campaign

Request a new Trigger for CallHub

Do thisActions

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

Create Contact

Create Contact

Add a new contact to CallHub.

Invite an agent

Invite an agent

Create a new agent account and send them an invitation email.

Update a contact

Update a contact

Update a contact in CallHub using their phone number or contact ID.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

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Frequently Asked Questions

How do I start an integration between CallHub and Salesmate?

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

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

Absolutely. You can customize how CallHub 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 CallHub and Salesmate?

The data sync between CallHub 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 CallHub 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 CallHub and Salesmate?

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

CallHub

About CallHub

CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.

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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.

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