Integrations Sage Sales Management snapADDY
Sage Sales Management + snapADDY

Connect Sage Sales Management and snapADDY to Build Intelligent Automations

Choose a Trigger

Sage Sales Management

When this happens...

Choose an Action

snapADDY

Automatically do this!

Ready to use Sage Sales Management and snapADDY automations

Explore more automations built by businesses and experts

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

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Sage Sales Management and snapADDY 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 snapADDY?

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 snapADDY?

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

Learn More
snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

Learn More