Connect Redbooth and Salesmate to Build Intelligent Automations

Choose a Trigger

Redbooth

When this happens...

Choose an Action

Salesmate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created

New Workspace

New Workspace

Triggers when new workspace created

New Notification

New Notification

Trigger when New Notifition created

New TaskList

New TaskList

Triggers when a new tasklist is created

Request a new Trigger for Redbooth

Do thisActions

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

Create Comment

Create Comment

Creates a new Comment.

Create Subtask

Create Subtask

Create a new Subtask.

Create Task

Create Task

Creates a new task

Create TaskList

Create TaskList

Creates a new tasklist

Create Conversation

Create Conversation

Creates a new Conversation

Create Note

Create Note

Creates a new Note

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Frequently Asked Questions

How do I start an integration between Redbooth and Salesmate?

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

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

Absolutely. You can customize how Redbooth 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 Redbooth and Salesmate?

The data sync between Redbooth 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 Redbooth 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 Redbooth and Salesmate?

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

Redbooth

About Redbooth

Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.

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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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