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IntegrationsSage Sales ManagementConversion
Sage Sales Management + Conversion

Connect Sage Sales Management and Conversion to Build Intelligent Automations

Choose a Trigger

Sage Sales Management

When this happens...

Choose an Action

Conversion

Automatically do this!

Ready to use Sage Sales Management and Conversion automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

New Account

New Account

Triggers when a new account is created.

New Calendar Item

New Calendar Item

Triggers when a new calendar item is created.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is created

New Sales Order

New Sales Order

Triggers when a new sales order is created.

Do thisActions

Action is the task that follows automatically within your Sage Sales Management integrations.

Create Account

Create Account

Create Account in ForceManager

Create Activity

Create Activity

Create activity

Create Contact

Create Contact

Create Contact

Create Calendar Item

Create Calendar Item

Creates a new calendar item.

Create Opportunity

Create Opportunity

Creates a new opportunity.

Create Sales Order

Create Sales Order

Creates a new Sales Order

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Know More About Sage Sales Management and Conversion Integrations

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Frequently Asked Questions

How do I start an integration between Sage Sales Management and Conversion?

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

Can we customize how data from Sage Sales Management is recorded in Conversion?

Absolutely. You can customize how Sage Sales Management data is recorded in Conversion. This includes choosing which data fields go into which fields of Conversion, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sage Sales Management and Conversion?

The data sync between Sage Sales Management and Conversion 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 Sage Sales Management to Conversion?

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 Sage Sales Management and Conversion?

Yes, you can set conditional logic to control the flow of data between Sage Sales Management and Conversion. 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.

Sage Sales Management

About Sage Sales Management

ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.

CRM
Learn More
Conversion

About Conversion

Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.

AI Tools
Learn More

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