Connect CircleCI and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CircleCI
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
Enable Integrations or automations with these events of CircleCI and Salesmate
Enable Integrations or automations with these events of CircleCI and Salesmate
Actions
Create Organization
Creates a organization.
Create URL Orb allow-list
Creates a new URL Orb allow-list entry
Create Project
Creates a new Project.
Create Environment Variable
Creates an Environment variable.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your CircleCI and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in CircleCI triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how CircleCI 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 CircleCI 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 CircleCI 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 CircleCI
CircleCI is a leading continuous integration and delivery platform that automates the software development process, allowing teams to build, test, and deploy applications quickly and efficiently. It integrates seamlessly with popular version control systems and provides powerful tools for managing complex workflows, ensuring high-quality software delivery.
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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