
When this happens...

Automatically do this!
Create User
Create Group
Update User
Create Comment
Create Tag
Create Status
Create Section
Update Group
Update Tag
Update Status
Delete User
Delete Group
Delete Comment
Delete Tag
Delete Status
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new comment created.
Trigger when new groups created.
Trigger when new Tag created.
Trigger when a new user created
Triggers when user added a new post.
Triggers when status change on a post.
Action is the task that follows automatically within your Salesmate integrations.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Salesmate and ProductLift accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in ProductLift (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in ProductLift. This includes choosing which data fields go into which fields of ProductLift, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and ProductLift 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 ProductLift. 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 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 MoreProductlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
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