GETTING STARTED GUIDE: How to set up a new connection?
Salesmate CRM provides an easy to use solution to simplify complex sales processes of small and medium enterprises. It is an all-in-one cloud based CRM that enriches customer interactions, boosts sales productivity and helps win more deals.
Below you'll find detailed information, specifically for Salesmate integrations:
Supported Salesmate Integrations
We connect with both monthly and yearly Salesmate plans.
To authorize, enter your Salesmate subdomain (i.e. the part before .salesmate.io) in the first field.
You also need to enter an access key, secret key and session key. You may find/generate these on your Salesmate My Account page > Access / API Key.
If you already authorized Salesmate account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Companies before proceeding to the configuration page.
Learn about our contact sync below.
More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- HAS/DOES NOT HAVE TAG
- GETS DELETED
- OWNED/NOT OWNED BY
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- UPDATING OWNERSHIP
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Salesmate fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your Salesmate Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Salesmate, you are able to SYNC DELETIONS. When a contact gets deleted in one app, we add the tag 'PieSync Trash' to that same contact in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.
In connections between Salesmate and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Salesmate. You will be able to review this segment first before taking any action in Salesmate too.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!