Connect Salesmate and klutch to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

klutch

Automatically do this!

Enable Integrations or automations with these events of Salesmate and klutch

Enable Integrations or automations with these events of Salesmate and klutch

Actions

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Salesmate and klutch?

To start, connect both your Salesmate and klutch accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in klutch (or vice versa).

Can we customize how data from Salesmate is recorded in klutch?

Absolutely. You can customize how Salesmate data is recorded in klutch. This includes choosing which data fields go into which fields of klutch, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesmate and klutch?

The data sync between Salesmate and klutch typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesmate to klutch?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesmate and klutch?

Yes, you can set conditional logic to control the flow of data between Salesmate and klutch. 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

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 More
klutch

About klutch

Klutch is a credit card for techies that allows you to add different features to the card

Learn More