Connect Salesmate and PT Distinction 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 PT Distinction
Enable Integrations or automations with these events of Salesmate and PT Distinction
Enable Integrations or automations with these events of Salesmate and PT Distinction
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 PT Distinction accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in PT Distinction (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in PT Distinction. This includes choosing which data fields go into which fields of PT Distinction, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and PT Distinction 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 PT Distinction. 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 PT Distinction
PT Distinction enables overworked personal trainers to train more clients, take more time off, and get even better results.
Learn More
