Connect Maestra and Salesmate to Build Intelligent Automations

Choose a Trigger

Maestra

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of Maestra and Salesmate

Enable Integrations or automations with these events of Maestra and Salesmate

Actions

Create Channel

Create Channel

Create a new channel within a workspace

Upload File

Upload File

Initiates a new file upload to Maestra.

List Files

List Files

Grabs the file list with key id and basic information.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

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Frequently Asked Questions

How do I start an integration between Maestra and Salesmate?

To start, connect both your Maestra and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Maestra triggers actions in Salesmate (or vice versa).

Can we customize how data from Maestra is recorded in Salesmate?

Absolutely. You can customize how Maestra 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.

How often does the data sync between Maestra and Salesmate?

The data sync between Maestra and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Maestra to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Maestra and Salesmate?

Yes, you can set conditional logic to control the flow of data between Maestra 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.

Maestra

About Maestra

Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.

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Salesmate

About 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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