
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Salesmate and Splashtop
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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To start, connect both your Salesmate and Splashtop accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Splashtop (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Splashtop. This includes choosing which data fields go into which fields of Splashtop, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Splashtop 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 Splashtop. 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 MoreSplashtop is a leading remote access and remote support solution that allows users to access their computers and devices from anywhere, at any time. It is designed for both personal and business use, providing high-performance remote desktop access, support, and collaboration tools. Splashtop is known for its secure, reliable, and easy-to-use platform, making it a popular choice for IT professionals, support teams, and individuals who need to access their workstations remotely.
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