Connect Shippo and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Shipping Label
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created in Shippo.
New Shipping Label
Trigger when a new shipping label is created.
Do thisActions
Action is the task that follows automatically within your Shippo integrations.
Search Orders
Get a list of orders that match your filters, such as status, date range, or store.
Create Shipping Order
Creates a new shipping order in Shippo.
Find Shipping Label
Gets a shipping label by label ID or by searching with filters.
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.
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Frequently Asked Questions
To start, connect both your Shippo and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Shippo triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Shippo 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 Shippo 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 Shippo 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 Shippo
Shippo's API standardizes carrier processes and streamlines the complexities of shipping, so you can offer a best-in-class solution without the upkeep.
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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