Connect Salesmate and Upvoted to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Upvoted

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new feature is added

new feature is added

runs when new feature is added

new comments arrive on a feature

new comments arrive on a feature

runs when new comments arrive on a feature

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 Upvoted?

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

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

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

How often does the data sync between Salesmate and Upvoted?

The data sync between Salesmate and Upvoted 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 Upvoted?

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 Upvoted?

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

About Upvoted

Upvoted is a platform designed to enhance user engagement and interaction through voting and feedback mechanisms. It allows users to upvote content, ideas, or products, fostering a community-driven environment for decision-making and prioritization.

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