
When this happens...

Automatically do this!
Blacklist Domain
Create/Update Prospect
Create or Update Prospect in Campaign
Get Prospect Responses
Find Prospect by Email
Stop Follow-Ups
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a prospect opens the email.
Triggers when a prospect is marked as INTERESTED.
Triggers when a prospect's interest level is marked as MAYBE LATER.
Triggers when a prospect is marked as NOT INTERESTED.
Triggers when a manual task of any type is created.
Triggers when a manual task is marked as done.
Action is the task that follows automatically within your Salesmate integrations.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal
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To start, connect both your Salesmate and Woodpecker accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Woodpecker (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Woodpecker. This includes choosing which data fields go into which fields of Woodpecker, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Woodpecker 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 Woodpecker. 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 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 MoreWoodpeaker is a tool designed to streamline and automate your email outreach campaigns, making it easier to connect with potential clients and partners. It offers features such as personalized email sequences, follow-ups, and analytics to enhance your communication strategy.
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