Connect SandeshChat and Salesmate to Build Intelligent Automations
Enable Integrations or automations with these events of SandeshChat and Salesmate
Enable Integrations or automations with these events of SandeshChat and Salesmate
Actions
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
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.
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Frequently Asked Questions
To start, connect both your SandeshChat and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in SandeshChat triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how SandeshChat data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between SandeshChat and Salesmate 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 SandeshChat and Salesmate. 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 SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
Learn MoreAbout 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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