Create integrations between Salesmate and Heartbeat
Add Note in Salesmate when New Event in Heartbeat
Create Activity in Salesmate when New Event in Heartbeat
Create Company in Salesmate when New Event in Heartbeat
Search User in Salesmate when New Event in Heartbeat
Create Contact in Salesmate when New Event in Heartbeat
Create Deal in Salesmate when New Event in Heartbeat
Update Activity in Salesmate when New Event in Heartbeat
Update Company in Salesmate when New Event in Heartbeat
Update Contact in Salesmate when New Event in Heartbeat
Update Deal in Salesmate when New Event in Heartbeat
Actions and Triggers
When this happensTriggers
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
Do thisActions
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
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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More
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