Connect Yellow.ai and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Template
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound Template
Triggered when a new outbound template is created in Yellow.ai.
Do thisActions
Action is the task that follows automatically within your Yellow.ai integrations.
Create User
Creates a new user in the Yellow.ai platform.
Get Outbound Templates
Get all active Outbound templates associated with a specified bot ID.
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.
Search User
Find an User based on different fields.
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Frequently Asked Questions
To start, connect both your Yellow.ai and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Yellow.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 Yellow.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 Yellow.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 Yellow.ai
Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.
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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