Connect Truffle AI and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Truffle 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 Truffle AI and Salesmate
Enable Integrations or automations with these events of Truffle AI and Salesmate
Actions
List Agents
Retrieve a list of all agents
Get Agent Details by ID
Retrieve details of a specific agent by ID
Create Agent
Creates a new AI agent
Run Agent
Execute an agent with provided input
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Truffle AI and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Truffle AI triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Truffle 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 Truffle 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 Truffle 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 Truffle AI
Truffle AI is a cutting-edge platform that leverages artificial intelligence to provide advanced analytics and insights for businesses. It helps organizations make data-driven decisions by analyzing large datasets and offering predictive analytics. With Truffle AI, users can optimize their operations, enhance customer experiences, and drive growth through intelligent data interpretation.
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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