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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Entry
Triggers when a form is submitted
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
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
Know More About Salesmate and Typeform Integrations
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Step by step guides to integrate Salesmate and Typeform
Frequently Asked Questions
To start, connect both your Salesmate and Typeform accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Typeform (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Typeform. This includes choosing which data fields go into which fields of Typeform, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Typeform 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 Typeform. 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 Typeform
Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.
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