viaSocket

Connect Salesmate and flowup to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

flowup

Automatically do this!

Enable Integrations or automations with these events of Salesmate and flowup

Enable Integrations or automations with these events of Salesmate and flowup

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 flowup?

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

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

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

How often does the data sync between Salesmate and flowup?

The data sync between Salesmate and flowup 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 flowup?

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 flowup?

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

About flowup

With Flowup, you register service sales and related customer data, allowing you to control your sales in a fully integrated and online way.

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