Connect Salesmate and GanttPRO to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create Task
Create Project
Delete Task
Update task
Add Comment To Task
Ready to use Salesmate and GanttPRO automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in GanttPRO (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and GanttPRO 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 GanttPRO. 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.
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.
Learn MoreAbout GanttPRO
Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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