Connect Salesmate and textlocal to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

textlocal

Automatically do this!

Enable Integrations or automations with these events of Salesmate and textlocal

Enable Integrations or automations with these events of Salesmate and textlocal

Actions

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 textlocal?

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

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

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

How often does the data sync between Salesmate and textlocal?

The data sync between Salesmate and textlocal 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 textlocal?

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 textlocal?

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

About textlocal

A great tool for sending and receiving SMS texts. Allows you to send SMS texts to thousands of customers at once with no fuss. You can also include attachments, surveys and vouchers/tickets, all within a single SMS message.

Learn More