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How to connect 7todos and Salesmate
Create a New Scenario to Connect 7todos and Salesmate
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or Salesmate will be your first step. To do this, click "Choose an app," find 7todos or Salesmate, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the 7todos node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the 7todos and Salesmate Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 7todos and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring 7todos, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 7todos and Salesmate integration works as expected. Depending on your setup, data should flow between 7todos and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 7todos and Salesmate
7todos + Salesmate + Slack: When a task is completed in 7todos (hypothetically, as there is no such trigger available), search for the corresponding deal in Salesmate and update it. Then, notify the sales team on Slack about the update.
Salesmate + 7todos + Google Calendar: When a new deal is created in Salesmate, create a follow-up task in 7todos, and schedule a reminder in Google Calendar to follow up on the deal.
7todos and Salesmate integration alternatives
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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See how Latenode works
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FAQ 7todos and Salesmate
How can I connect my 7todos account to Salesmate using Latenode?
To connect your 7todos account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesmate contacts from new 7todos tasks?
Yes, with Latenode you can. Automatically create Salesmate contacts from new 7todos tasks using our visual editor. Benefit from seamless lead management and improved efficiency with no-code automation.
What types of tasks can I perform by integrating 7todos with Salesmate?
Integrating 7todos with Salesmate allows you to perform various tasks, including:
- Create new Salesmate deals when specific tasks are completed in 7todos.
- Update Salesmate contact information based on updates in 7todos tasks.
- Generate 7todos tasks from new Salesmate leads to streamline workflows.
- Send customized email notifications via Salesmate upon 7todos task completion.
- Automatically log 7todos task completion within Salesmate activity history.
What 7todos data can Latenode access and use in automations?
Latenode can access task details, due dates, assignees, and completion status to trigger and enrich Salesmate automations, enhancing data synchronization.
Are there any limitations to the 7todos and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization might be subject to API rate limits.
- Complex data transformations may require custom JavaScript code.
- Initial setup requires familiarity with both 7todos and Salesmate APIs.
