Connect Chatlease and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New AI Agent Crawled URLs
New Conversations of AI Agent
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
Do thisActions
Action is the task that follows automatically within your Chatlease integrations.
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Add URLs
Add URLs to AI Agent.
Add AI Agent Q/A
Add Question/Answer to AI agent.
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 Chatlease and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlease triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Chatlease 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 Chatlease 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 Chatlease 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 Chatlease
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
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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