Integrations referralcandy Salesmate
referralcandy + Salesmate

Connect referralcandy and Salesmate to Build Intelligent Automations

Choose a Trigger

referralcandy

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of referralcandy and Salesmate

Enable Integrations or automations with these events of referralcandy and Salesmate

Actions

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.

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between referralcandy and Salesmate?

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

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

Absolutely. You can customize how referralcandy 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 referralcandy and Salesmate?

The data sync between referralcandy 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 referralcandy 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 referralcandy and Salesmate?

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

referralcandy

About referralcandy

ReferralCandy grows your brand with referral & affiliate programs. Ideal for eCommerce stores selling one-off & subscription products.

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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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