Connect Favro and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
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
Ready to use Favro and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card
Trigger when new Card is Created.
Do thisActions
Action is the task that follows automatically within your Favro integrations.
Create Card
Creates a new Card.
Create Tag
Creates a Tag.
Update Tag
Update an Existing Tag.
Delete Tag
Delete an Existing Tag.
Create Column
Creates a New Column.
Update Column
Update an Existing column.
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Frequently Asked Questions
To start, connect both your Favro and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Favro triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Favro 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 Favro 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 Favro 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 Favro
Plan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
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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