Connect Salesmate and Ebby to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Ebby

Automatically do this!

Ready to use Salesmate and Ebby automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New File Created

New File Created

Triggers when new files are created within the selected time interval.

Request a new Trigger for Salesmate

Do thisActions

Action is the task that follows automatically within your Salesmate integrations.

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 Ebby?

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

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

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

How often does the data sync between Salesmate and Ebby?

The data sync between Salesmate and Ebby 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 Ebby?

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 Ebby?

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

About Ebby

Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.

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