
When this happens...

Automatically do this!
Create Workspace
Rename Workspace
Delete Workspace
Create Group
Update Group
Delete Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new workspace is created.
Action is the task that follows automatically within your Salesmate integrations.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Salesmate and Instapage accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Instapage (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Instapage. This includes choosing which data fields go into which fields of Instapage, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Instapage 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 Instapage. 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 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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