Enable Integrations or automations with these events of Salesmate and klicktipp
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 klicktipp accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in klicktipp (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in klicktipp. This includes choosing which data fields go into which fields of klicktipp, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and klicktipp 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 klicktipp. 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 MoreKlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.
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