Connect Teambook and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
Project Created
New User Joins
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 Teambook and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when project is created
New User Joins
Runs when new user joins
Do thisActions
Action is the task that follows automatically within your Teambook integrations.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all team members
List Actual Log
List all Actual Log.
List Tasks
List all tasks
List User Capacity
List all User Capacity.
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Frequently Asked Questions
To start, connect both your Teambook and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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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