Connect Freelo and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Project Created
Work Report Updated
Comment Updated
Task Updated
Task Is Completed
New Comment Added
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 Freelo and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Runs when work report is updated
Comment Updated
Runs when comment is updated.
Task Updated
Runs when a task is updated.
Task Is Completed
Runs when task is completed
Do thisActions
Action is the task that follows automatically within your Freelo integrations.
Create Project
Create a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
Archive Project
Archives a project in Freelo.
Activate Project
Activates an existing project in Freelo.
Delete Project
Delete an existing project in Freelo.
List Archived Projects
Get Archived Projects in Freelo.
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Frequently Asked Questions
To start, connect both your Freelo and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Freelo triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Freelo 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 Freelo 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 Freelo 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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.
Learn More
