Connect Engage and Salesmate to Build Intelligent Automations
Enable Integrations or automations with these events of Engage and Salesmate
Enable Integrations or automations with these events of Engage and Salesmate
Actions
Create New Customer
Create a new customer.
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Engage and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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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