Connect Opportify and Salesmate to Build Intelligent Automations

Choose a Trigger

Opportify

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of Opportify and Salesmate

Enable Integrations or automations with these events of Opportify and Salesmate

Actions

Analyze Email

Analyze Email

Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.

Analyze an IP address

Analyze an IP address

Get location, risk, and business insights for an IP address.

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.

Search User

Search User

Find an User based on different fields.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Opportify and Salesmate?

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

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

Absolutely. You can customize how Opportify 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 Opportify and Salesmate?

The data sync between Opportify 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 Opportify 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 Opportify and Salesmate?

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

Opportify

About Opportify

Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.

Learn More
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.

Learn More