Add Note in Salesmate when New Customer/Contact in Cliengo
Create Activity in Salesmate when New Customer/Contact in Cliengo
Create Company in Salesmate when New Customer/Contact in Cliengo
Search User in Salesmate when New Customer/Contact in Cliengo
Create Contact in Salesmate when New Customer/Contact in Cliengo
Search Activity through Salesmate when New Customer/Contact in Cliengo
Search Company in Salesmate when New Customer/Contact in Cliengo
Search Contact in Salesmate when New Customer/Contact in Cliengo
Add Note in Salesmate when New/Updated Customer in Cliengo
Create Activity in Salesmate when New/Updated Customer in Cliengo
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
creates a new customer
Search a agent
Search a customer
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
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viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn MoreSalesmate 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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