Salesmate

CRM

ProjectManager

Project Management

Integrations Salesmate ProjectManager

Create integrations between Salesmate and ProjectManager

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Create Activity in Salesmate when New User in Projectmanager

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Create Contact in Salesmate when New User in Projectmanager

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Search Company in Salesmate when New User in Projectmanager

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Search Contact in Salesmate when New User in Projectmanager

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Add Note in Salesmate when New Project in Projectmanager

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Create Activity in Salesmate when New Project in Projectmanager

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Create Company in Salesmate when New Project in Projectmanager

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Search User in Salesmate when New Project in Projectmanager

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Create Contact in Salesmate when New Project in Projectmanager

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Search Activity through Salesmate when New Project in Projectmanager

Actions and Triggers

Triggers

New User

Triggered when a new user is added to your account

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

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.

Search Activity

Finds an activity based on different fields

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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