Connect Salesmate and clinked to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

clinked

Automatically do this!

Enable Integrations or automations with these events of Salesmate and clinked

Enable Integrations or automations with these events of Salesmate and clinked

Actions

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between Salesmate and clinked?

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

Can we customize how data from Salesmate is recorded in clinked?

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

How often does the data sync between Salesmate and clinked?

The data sync between Salesmate and clinked 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 Salesmate to clinked?

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 Salesmate and clinked?

Yes, you can set conditional logic to control the flow of data between Salesmate and clinked. 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

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.

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clinked

About clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

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