Connect Salesmate and TxtSync to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

TxtSync

Automatically do this!

Ready to use Salesmate and TxtSync automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

runs when a New Contact is Created.

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 TxtSync?

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

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

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

How often does the data sync between Salesmate and TxtSync?

The data sync between Salesmate and TxtSync 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 TxtSync?

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 TxtSync?

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

About TxtSync

TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.

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