Connect Salesmate and Track-POD to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create Order
Delete Order
Update Order
Find a Route by Code
Find an Order by Number
List drivers
Get driver
list route codes for export
List route ids for export
List Vehicle
Enable Integrations or automations with these events of Salesmate and Track-POD
Enable Integrations or automations with these events of Salesmate and Track-POD
Actions
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and Track-POD accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Track-POD (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Track-POD. This includes choosing which data fields go into which fields of Track-POD, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Track-POD 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 Track-POD. 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.
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.
Learn MoreAbout Track-POD
Track-POD is a delivery management software that helps businesses streamline their delivery operations, track shipments in real-time, and ensure proof of delivery. It offers features like route optimization, electronic signatures, and real-time tracking to enhance delivery efficiency and customer satisfaction.
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