Connect Salesmate and SurveyMars to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

SurveyMars

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Survey Created

New Survey Created

Triggers when a new survey created.

New Response Created

New Response Created

Triggers when a new response is created or received.

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 SurveyMars?

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

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

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

How often does the data sync between Salesmate and SurveyMars?

The data sync between Salesmate and SurveyMars 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 SurveyMars?

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 SurveyMars?

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

About SurveyMars

SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.

Learn More