Connect Qminder and Salesmate to Build Intelligent Automations

Choose a Trigger

Qminder

When this happens...

Choose an Action

Salesmate

Automatically do this!

Ready to use Qminder and Salesmate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Add visitor to queue

Add visitor to queue

Triggers when a new visitor is added.

visitor checks in

visitor checks in

runs when visitor checks in

Mark visitor as served

Mark visitor as served

Set a visitor's status to 'served' in Qminder to update the queue and record service completion.

Request a new Trigger for Qminder

Do thisActions

Action is the task that follows automatically within your Qminder integrations.

Add visitor to line

Add visitor to line

Add a visitor to the selected line so they join the location's queue.

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.

Create Contact

Create Contact

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

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Frequently Asked Questions

How do I start an integration between Qminder and Salesmate?

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

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

Absolutely. You can customize how Qminder 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 Qminder and Salesmate?

The data sync between Qminder 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 Qminder 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 Qminder and Salesmate?

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

Qminder

About Qminder

Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.

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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.

Learn More