Connect Sensible and Salesmate to Build Intelligent Automations

Choose a Trigger

Sensible

When this happens...

Choose an Action

Salesmate

Automatically do this!

Ready to use Sensible and Salesmate automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

Request a new Trigger for Sensible

Do thisActions

Action is the task that follows automatically within your Sensible integrations.

Extract Document

Extract Document

Extract data from a document

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Sensible and Salesmate?

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

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

Absolutely. You can customize how Sensible 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.

How often does the data sync between Sensible and Salesmate?

The data sync between Sensible and Salesmate 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 Sensible to Salesmate?

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 Sensible and Salesmate?

Yes, you can set conditional logic to control the flow of data between Sensible 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.

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

Learn More
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.

Learn More