Connect Salesmate and ShopBase to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

ShopBase

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new product is added

new product is added

runs when new product is added

Request a new Trigger for Salesmate

Do thisActions

Action is the task that follows automatically within your Salesmate integrations.

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 ShopBase?

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

Can we customize how data from Salesmate is recorded in ShopBase?

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

How often does the data sync between Salesmate and ShopBase?

The data sync between Salesmate and ShopBase 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 ShopBase?

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 ShopBase?

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

About ShopBase

ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.

Learn More