Connect Salesmate and AddCal to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create Event
Create Calendar
Enable Integrations or automations with these events of Salesmate and AddCal
Enable Integrations or automations with these events of Salesmate and AddCal
Actions
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Salesmate and AddCal accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in AddCal (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in AddCal. This includes choosing which data fields go into which fields of AddCal, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and AddCal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesmate and AddCal. 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.
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 MoreAbout AddCal
Addcal is a powerful tool designed to streamline your scheduling and calendar management. It offers seamless integration with various calendar services, making it easy to organize events, set reminders, and manage appointments efficiently.
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