Connect Salesmate and Capgo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Update an Organization
Create an Organization
Delete an Organization
Get All Members
Get Statistics
Create a channel
Create an App
Delete an App
Get all Organizations
List all Apps
Ready to use Salesmate and Capgo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organizaition
Triggers when a new organization is created.
New App
Triggers when a new app is created.
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
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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Frequently Asked Questions
To start, connect both your Salesmate and Capgo accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Capgo (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Capgo. This includes choosing which data fields go into which fields of Capgo, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Capgo 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 Capgo. 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 Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
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