viaSocket

Connect Salesmate and distilled to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

distilled

Automatically do this!

Enable Integrations or automations with these events of Salesmate and distilled

Enable Integrations or automations with these events of Salesmate and distilled

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 distilled?

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

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

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

How often does the data sync between Salesmate and distilled?

The data sync between Salesmate and distilled 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 distilled?

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 distilled?

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

About distilled

Create and manage DevRel and community OKRs with Distilled's flexible OKR tool.

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