Connect Synthflow AI and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Synthflow AI
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 Synthflow AI and Salesmate
Enable Integrations or automations with these events of Synthflow AI and Salesmate
Actions
Create SMS Action
Creates a SMS action
Create Transfer Call Action
Creates a transfer call action
Create Information Extractor Yes No Action
Creates an action of type information extractor yes no
Create Information Extractor Open Question Action
Creates an action for open questions
Create Call
Initiates a real-time voice call through the AI assistant.
Add Note
Adds Note based on previous step.
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Frequently Asked Questions
To start, connect both your Synthflow AI and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Synthflow AI triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Synthflow AI 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 Synthflow AI 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 Synthflow AI 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 Synthflow AI
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
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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