Connect Sanity and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanity
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Enable Integrations or automations with these events of Sanity and Salesmate
Enable Integrations or automations with these events of Sanity and Salesmate
Actions
Create project
Create a new project with a display name and optional organization ID
Update Project
Modify an existing Sanity project's name, settings, or metadata.
Delete Project
Delete a specific project.
Update Role
Update the details of specific role.
Delete Role
Delete a specific role by its id.
Add Note
Adds Note based on previous step.
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Frequently Asked Questions
To start, connect both your Sanity and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanity triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Sanity 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 Sanity 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 Sanity 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 Sanity
Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.
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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