AI: Perplexity and Salesmate Integration

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Enrich Salesmate leads with AI insights using Perplexity. Latenode's visual editor makes it easier to build custom workflows, using JavaScript for advanced filtering, all while benefiting from affordable execution-based pricing.

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AI: Perplexity

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect AI: Perplexity and Salesmate

Create a New Scenario to Connect AI: Perplexity and Salesmate

In the workspace, click the β€œCreate 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 AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Salesmate will be your first step. To do this, click "Choose an app," find AI: Perplexity or Salesmate, and select the appropriate trigger to start the scenario.

Add the AI: Perplexity Node

Select the AI: Perplexity node from the app selection panel on the right.

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Configure the AI: Perplexity

Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the AI: Perplexity 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.

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Configure the AI: Perplexity 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.

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Set Up the AI: Perplexity 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 AI: Perplexity, 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 β€œRun once” and triggering an event to check if the AI: Perplexity and Salesmate integration works as expected. Depending on your setup, data should flow between AI: Perplexity 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 AI: Perplexity and Salesmate

Perplexity + Salesmate + Slack: When a new lead is identified, search for the contact in Salesmate. If the contact exists, update the contact. If the contact doesn't exist, create a contact, then send a message to a Slack channel summarizing the lead details.

Salesmate + Perplexity + Gmail: When a deal is closed in Salesmate, use Perplexity to draft a personalized thank-you email based on available information about the contact, then send the email via Gmail.

AI: Perplexity and Salesmate integration alternatives

About AI: Perplexity

Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.

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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FAQ AI: Perplexity and Salesmate

How can I connect my AI: Perplexity account to Salesmate using Latenode?

To connect your AI: Perplexity account to Salesmate on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select AI: Perplexity and click on "Connect".
  • Authenticate your AI: Perplexity and Salesmate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I enrich leads with AI-powered research using this integration?

Yes, you can! Latenode lets you automate AI: Perplexity searches based on Salesmate data, updating lead profiles with key insights. Save time and boost conversion with informed outreach.

What types of tasks can I perform by integrating AI: Perplexity with Salesmate?

Integrating AI: Perplexity with Salesmate allows you to perform various tasks, including:

  • Automatically research new leads using AI: Perplexity summaries.
  • Enrich Salesmate contact details with AI-gathered information.
  • Generate personalized email drafts for Salesmate contacts using AI.
  • Trigger AI: Perplexity searches based on deal stage changes.
  • Create tasks in Salesmate based on AI: Perplexity research findings.

Can I use JavaScript within the AI: Perplexity Salesmate workflows?

Yes, Latenode allows you to use JavaScript code within your workflows for advanced data manipulation and customization, extending integration capabilities.

Are there any limitations to the AI: Perplexity and Salesmate integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits of the AI: Perplexity API may affect high-volume workflows.
  • Complex AI: Perplexity queries might require careful prompt engineering.
  • Salesmate's API limits the number of records that can be updated per hour.

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