Connect Salesmate and magnetic to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

magnetic

Automatically do this!

Enable Integrations or automations with these events of Salesmate and magnetic

Enable Integrations or automations with these events of Salesmate and magnetic

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 magnetic?

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

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

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

How often does the data sync between Salesmate and magnetic?

The data sync between Salesmate and magnetic 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 magnetic?

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 magnetic?

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

About magnetic

Magnetic is a cloud based business management app that allows you to manage your whole business. We have modules focused on CRM, Project Management, Accounts and HR.

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