Connect Ecologi and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Ecologi
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 Ecologi and Salesmate
Enable Integrations or automations with these events of Ecologi and Salesmate
Actions
Get all Trees
Get total no of trees user has funded
Get CO2 avoided
Get total number of tonnes of emissions user has avoided
Get all Impact
Get total no of trees funded and total tonnes of CO2 avoided
Purchase Trees
Purchase some trees
Purchase Carbon avoidance
Purchase 1 or more kilogram of carbon avoidance credits per request
Add Note
Adds Note based on previous step.
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Frequently Asked Questions
To start, connect both your Ecologi and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Ecologi triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Ecologi 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 Ecologi 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 Ecologi 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 Ecologi
Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.
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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