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with Salesmate and Pipeline?
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Popular Salesmate and Pipeline Triggers#
Emit new event when a new company is created in your Pipeline account.
Emit new event when a new deal is created in your Pipeline account.
Emit new event when a new person is created in your Pipeline account.
Popular Salesmate and Pipeline Actions#
Creates a new activity associated with an existing person, company, or deal. See the docs here
Creates a new company in your Pipeline account. See the docs here
Overview of Salesmate#
The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.
Connect Salesmate#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesmate: {
type: "app",
app: "salesmate",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.salesmate.$auth.domain}.salesmate.io/apis/core/v4/users`,
headers: {
"Content-Type": `application/json`,
"accessToken": `${this.salesmate.$auth.session_key}`,
"x-linkname": `${this.salesmate.$auth.linked_name}`,
},
})
},
})
Overview of Pipeline#
The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.
Connect Pipeline#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeline: {
type: "app",
app: "pipeline",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipelinecrm.com/api/v3/admin/users`,
params: {
api_key: `${this.pipeline.$auth.api_key}`,
},
})
},
})
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