
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Salesmate and ADP SmartCompliance
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Salesmate and ADP SmartCompliance accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in ADP SmartCompliance (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in ADP SmartCompliance. This includes choosing which data fields go into which fields of ADP SmartCompliance, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and ADP SmartCompliance 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 ADP SmartCompliance. 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.
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 MoreADP SmartCompliance is a comprehensive solution designed to help businesses manage compliance and mitigate risk in areas such as employment tax, wage payments, wage garnishments, and unemployment claims. It streamlines processes and ensures adherence to regulatory requirements, making it easier for organizations to stay compliant and reduce administrative burdens.
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