Connect Swit and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task
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
Ready to use Swit and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
Do thisActions
Action is the task that follows automatically within your Swit integrations.
Create Channel
Creates a new channel in the selected workspace.
Post Idea
Post an idea to a chosen channel.
Post Message
Post a plain-text message to a selected channel.
Create Project
Create a project in the selected workspace.
Create Task
Create a new task in a selected project.
Add Comment To Task
Posts a comment to a selected task.
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Frequently Asked Questions
To start, connect both your Swit and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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.
Learn More
