Connect Salesmate and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of Salesmate and PocketGuard
Enable Integrations or automations with these events of Salesmate and PocketGuard
Actions
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and PocketGuard 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 PocketGuard. 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.
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 MoreAbout PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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