Integrate Salesmate with Retently

Trigger NPS/CSAT surveys after key sales interactions or deal closures, sync customer contact details and sales history, and use feedback scores to enhance sales strategies and customer relationship management.

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About Salesmate

Salesmate is a sales management and automation software that helps teams manage their sales processes effectively.

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Salesmate to Retently

1

New User

Triggers when a new user is created.
2

New Activity

Triggers when a new activity is created.
3

New Company

Triggers when a new company is created.
4

New Contact

Triggers when a new contact is created.
5

New Deal

Triggers when a new deal is created.
6

New Custom Module Record

Triggers when a new record is created for a custom selected module.
7

Update Activity

Triggers when an activity is updated.
8

Update Contact

Triggers when a contact is updated.
9

Update Custom Module Record

Triggers when a record is updated for a selected custom module.
10

New De-Activated User

Triggers when a user is de-activated.
11

New Activity Note

Triggers when a new activity note is created.
12

New Company Note

Triggers when a new company note is created.
13

New Contact Note

Triggers when a new contact note is created.
14

New Deal Note

Triggers when a new deal note is created.
15

New Custom Module Record Note

Triggers when a new note is created for a selected custom module.
16

Update Company

Triggers when a company is updated.
17

Update Deal

Triggers when a deal is updated.
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Retently to Salesmate

1

Add Note

Adds a note based on the previous step.
2

Create Activity

Creates a new activity, probably with input from previous steps.
3

Create Contact

Creates a new contact, probably with input from previous steps.
4

Create Custom Module Record

Creates a new custom module record, probably with input from previous steps.
5

Update Activity

Updates an activity, probably with input from previous steps.
6

Update Contact

Updates a contact, probably with input from previous steps.
7

Update Deal

Updates a deal, probably with input from previous steps.
8

Update Custom Module Record

Updates a record for a selected custom module.
9

Search for Total Rows in Company

Searches total rows in company.
10

Search for Total Rows in Deal

Searches total rows in deal.
11

Search Activity

Finds an activity based on different fields.
12

Search Contact

Finds a contact based on different fields.
13

Search Record

Finds a record based on different fields.
14

Search or Create Company

Searches or creates a company if it does not exist.
15

Search or Create Deal

Searches or creates a deal if it does not exist.
16

Search User

Finds a user based on different fields.
17

Find or Create a Company

Finds or creates a company.
18

Find or Create a Deal

Finds or creates a deal.
19

Add Note for Custom Module

Adds a note based on the previous step.
20

Add New User

Creates a new user, probably with input from previous steps.
21

Create Company

Creates a new company, probably with input from previous steps.
22

Create Deal

Creates a new deal, probably with input from previous steps.
23

Random User

Selects a random user from active users.
24

Update Company

Updates a company, probably with input from previous steps.
25

Update Custom Module Note

Updates a note based on the previous step.
26

Update Note

Updates a note based on the previous step.
27

Search for Total Rows in Activity

Searches total rows in activities.
28

Search for Total Rows in Contacts

Searches total rows in contacts.
29

Search for Total Rows of Selected Custom Module

Searches total rows of selected custom module.
30

Search Company

Finds a company based on different fields.
31

Search Deal

Finds a deal based on different fields.
32

Search or Create Activity

Searches or creates an activity if it does not exist.
33

Search or Create Contact

Searches or creates a contact if it does not exist.
34

Search or Create Custom Module Record

Searches or creates a custom module record if it does not exist.
35

Find or Create an Activity

Finds or creates an activity.
36

Find or create a contact

Finds or creates a contact.
37

Find or Create a Record

Finds or creates a record.

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