
When this happens...

Automatically do this!
Convert to JSON
Enable Integrations or automations with these events of Salesmate and Convert to JSON
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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To start, connect both your Salesmate and Convert to JSON accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Convert to JSON (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Convert to JSON. This includes choosing which data fields go into which fields of Convert to JSON, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Convert to JSON 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 Convert to JSON. 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.
Learn MoreJSON Converter by gtwy.ai is a powerful tool designed to seamlessly transform data into JSON format, enhancing data interoperability and integration across platforms.
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