Connect Zilliz and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zilliz
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 Zilliz and Salesmate
Enable Integrations or automations with these events of Zilliz and Salesmate
Actions
List Clusters
List all the Cluster
List Cloud Regions
List all the Cloud regions in zilliz.
Create Cluster
Create a dedicated cluster.
Delete Cluster
Deletes a Specified Cluster
List Alert Rules
List all the alert rules
List Projects
Get all projects in zilliz.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Zilliz and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zilliz triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Zilliz 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 Zilliz 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 Zilliz 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 Zilliz
Zilliz is a leading provider of vector database solutions, designed to handle large-scale data processing and analytics. It offers advanced capabilities for managing and querying vector data, making it ideal for AI and machine learning applications. Zilliz's platform is optimized for high performance and scalability, enabling businesses to efficiently process and analyze complex datasets.
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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