Connect Ganttic and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Ganttic
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 Ganttic and Salesmate
Enable Integrations or automations with these events of Ganttic and Salesmate
Actions
List All Users
Retrieves the list of all users
Add Task
Creates a new task.
Create Resource
Creates a new resource.
Create Project
Creates a new project.
Find Project
find project by title
List All Resources
Retrieves the list of all resources
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Frequently Asked Questions
To start, connect both your Ganttic and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Ganttic triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Ganttic 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 Ganttic 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 Ganttic 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 Ganttic
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
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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