Salesmate connector references

Overview

Salesmate is service which helps you to enhance your sales process. This connector enables you to manage leads, track deals, and automate workflows.

Meta information

Connector	Salesmate
Authentication type	Basic auth
API version	v4
Data centers	US, EU, IN, AU, CN, JP, CA, and SA
Applicable for	C5, C6
Website	https://www.salesmate.io
Privacy policy	https://www.salesmate.io/privacy-policy
API documentation	https://apidocs.salesmate.io/
Categories	CRM and contact management

Modules & actions

Module	Action	Description
Activity	Create Activity	To create a new activity
	Get Activity	To get details of an activity
	Update Activity	To update details of an existing activity
Company	Create Company	To create a new company
	Get Company	To get details of an company
	Update Company	To update details of an existing company
Contact	Create Contact	To create a new contact
	Get Contact	To get details of a contact
	Update Contact	To update details of an existing contact
Deal	Create Deal	To create a new deal
	Get Deal	To get details of a deal
	Update Deal	To update details of an existing deal

Where this connector can be used

Deluge

The actions mentioned above, under the Modules & actions section, can all be performed using Deluge workflows:

Task	Description
invokeURL	The Deluge invokeURL task can be used to access all Salesmate APIs. For complete information on the APIs, visit the Salesmate API doc.

Data sources

However, for integration forms and fields, only selected resources can be used. The table below indicates which modules within Salesmate support the creation of various components, such as integration forms, reports, and more, in Creator.

Module	Integration field	Integration form	Integration report
Activity	✗	✓	✗
Company	✗	✓	✗
Contact	✗	✓	✗
Deal	✗	✓	✗

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Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

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