Connect klaxoon and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for klaxoon
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 klaxoon and Salesmate
Enable Integrations or automations with these events of klaxoon and Salesmate
Actions
List All Boards
Get all existing boards.
Create Board
Creates a Board.
Create Idea in Board
Creates a new Idea in a Board.
Find Board
Find an existing Board.
Find Category in Board
Find an existing category in a Board.
Find Color in Board
Find an existing color in a Board.
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Frequently Asked Questions
To start, connect both your klaxoon and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in klaxoon triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how klaxoon 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 klaxoon 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 klaxoon 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 klaxoon
Whether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.
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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