IntegrationsPatreonSalesmate
Patreon + Salesmate

Connect Patreon and Salesmate to Build Intelligent Automations

Choose a Trigger

Patreon

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of Patreon and Salesmate

Enable Integrations or automations with these events of Patreon and Salesmate

Actions

Fetch Current User Info

Fetch Current User Info

Retrieves the authenticated Patreon user's profile information

Fetch Creator Profile and Campaign Information

Fetch Creator Profile and Campaign Information

Retrieves the authenticated Patreon user’s campaign details, including rewards, goals, and pledges

List All Campaign

List All Campaign

List all the campaign

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 Patreon and Salesmate?

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

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

Absolutely. You can customize how Patreon 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 Patreon and Salesmate?

The data sync between Patreon 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 Patreon 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 Patreon and Salesmate?

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

Patreon

About Patreon

Patreon is a membership platform that provides tools for creators to run a subscription content service, offering ways for artists, writers, and other creators to earn a monthly income by providing rewards and perks to their subscribers.

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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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