Connect Salesmate and ko-fi to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

ko-fi

Automatically do this!

Enable Integrations or automations with these events of Salesmate and ko-fi

Enable Integrations or automations with these events of Salesmate and ko-fi

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

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Frequently Asked Questions

How do I start an integration between Salesmate and ko-fi?

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

Can we customize how data from Salesmate is recorded in ko-fi?

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

How often does the data sync between Salesmate and ko-fi?

The data sync between Salesmate and ko-fi 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 ko-fi?

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 ko-fi?

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

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ko-fi

About ko-fi

Ko-fi helps creators fund their passions with support from people who love what they do.

Learn More