Integrations Salesmate Optus SMS Suite
Salesmate + Optus SMS Suite

Connect Salesmate and Optus SMS Suite to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Optus SMS Suite

Automatically do this!

Enable Integrations or automations with these events of Salesmate and Optus SMS Suite

Enable Integrations or automations with these events of Salesmate and Optus SMS Suite

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 Optus SMS Suite?

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

Can we customize how data from Salesmate is recorded in Optus SMS Suite?

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

How often does the data sync between Salesmate and Optus SMS Suite?

The data sync between Salesmate and Optus SMS Suite 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 Optus SMS Suite?

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 Optus SMS Suite?

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

About Optus SMS Suite

Optus SMS Suite is a cloud-based messaging platform that connects your business to an enterprise messaging solution.

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