Connect Salesmate and Speak AI to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Speak AI

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Text Created

Text Created

Triggers when a new text is created.

Media Created

Media Created

Triggers when media is created.

Text Analyzed

Text Analyzed

Triggers when an existing text is analyzed.

Text Failed

Text Failed

Triggers when text is failed.

Embedded Recorder Created

Embedded Recorder Created

Triggers when embedded recorder is created..

Media Analyzed

Media Analyzed

Triggers when media is analyzed.

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 Speak AI?

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

Can we customize how data from Salesmate is recorded in Speak AI?

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

How often does the data sync between Salesmate and Speak AI?

The data sync between Salesmate and Speak AI 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 Speak AI?

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 Speak AI?

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

About Speak AI

Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.

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