Enable Integrations or automations with these events of Salesmate and cigo-tracker
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 cigo-tracker accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in cigo-tracker (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in cigo-tracker. This includes choosing which data fields go into which fields of cigo-tracker, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and cigo-tracker 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 cigo-tracker. 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 MoreCigo Tracker is an innovative cloud solution to increase deliveries, service calls or pick-ups, scale efficiently and provide your customers with a perfect last-mile delivery experience.
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