Connect Looker Studio (Google Data Studio) and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Looker Studio (Google Data Studio)
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 Looker Studio (Google Data Studio) and Salesmate
Enable Integrations or automations with these events of Looker Studio (Google Data Studio) and Salesmate
Actions
Search Asset
Search a user's Looker Studio assets.
List Asset Permissions
Retrieves a list of permissions for a given Looker Studio asset.
Add members to Looker Studio asset
Give one or more people, groups, or domains a Viewer, Editor, Owner, or link role on a Looker Studio asset.
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 Looker Studio (Google Data Studio) and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Looker Studio (Google Data Studio) triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Looker Studio (Google Data Studio) 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 Looker Studio (Google Data Studio) 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 Looker Studio (Google Data Studio) 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 Looker Studio (Google Data Studio)
Looker is a powerful business intelligence and data analytics platform that helps organizations explore, analyze, and share real-time business insights. It provides a user-friendly interface for creating data-driven reports and dashboards, enabling data teams to collaborate effectively and make informed decisions.
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
