IntegrationsCallyzerSalesmate
Callyzer + Salesmate

Connect Callyzer and Salesmate to Build Intelligent Automations

Choose a Trigger

Callyzer

When this happens...

Choose an Action

Salesmate

Automatically do this!

Ready to use Callyzer and Salesmate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger's when new event occurs.

Request a new Trigger for Callyzer

Do thisActions

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

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

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

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Frequently Asked Questions

How do I start an integration between Callyzer and Salesmate?

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

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

Absolutely. You can customize how Callyzer 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 Callyzer and Salesmate?

The data sync between Callyzer 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 Callyzer 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 Callyzer and Salesmate?

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

Callyzer

About Callyzer

Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.

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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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