Connect dixa and Salesmate to Build Intelligent Automations

Choose a Trigger

dixa

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of dixa and Salesmate

Enable Integrations or automations with these events of dixa and Salesmate

Actions

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.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

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

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between dixa and Salesmate?

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

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

Absolutely. You can customize how dixa 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 dixa and Salesmate?

The data sync between dixa 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 dixa 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 dixa and Salesmate?

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

dixa

About dixa

Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one single platform.

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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.

Learn More