Code and Salesmate Integration

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Automate Salesmate lead nurturing with custom Code-based logic, enriching profiles using external data. Latenode’s JavaScript support offers advanced data transformation, plus pay-per-execution pricing lowers costs as automations scale.

Swap Apps

Code

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Code and Salesmate

Create a New Scenario to Connect Code 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 Code, triggered by another scenario, or executed manually (for testing purposes). In most cases, Code or Salesmate will be your first step. To do this, click "Choose an app," find Code or Salesmate, and select the appropriate trigger to start the scenario.

Add the Code Node

Select the Code node from the app selection panel on the right.

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Code

Configure the Code

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

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Code

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Connect Code

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Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the Code 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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Salesmate

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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Connect Salesmate

Sign In

Run node once

Configure the Code 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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Salesmate Oauth 2.0

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The action ID

Run node once

Set Up the Code 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 Code, 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 Code and Salesmate integration works as expected. Depending on your setup, data should flow between Code 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 Code and Salesmate

Code + Salesmate + Slack: When code changes are deployed, the automation searches Salesmate for companies or deals related to the updated code. It then notifies the sales team in a specified Slack channel, indicating which client's code has been updated.

Salesmate + Code + Jira: When a deal closes in Salesmate, this automation uses a JavaScript code block to process data. It then creates a new project in Jira using templates defined in the code, streamlining project setup for newly acquired clients.

Code and Salesmate integration alternatives

About Code

Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.

Related categories

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.

See how Latenode works

FAQ Code and Salesmate

How can I connect my Code account to Salesmate using Latenode?

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

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

Can I automatically update Salesmate contacts after code execution?

Yes, you can! Latenode allows seamless contact updates in Salesmate based on Code execution results. This keeps your CRM data current, improving lead management and efficiency.

What types of tasks can I perform by integrating Code with Salesmate?

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

  • Create new Salesmate contacts from data processed by Code.
  • Update Salesmate deal stages based on code-driven analysis.
  • Send customized emails via Salesmate using Code-generated content.
  • Trigger Code execution when a new contact is added in Salesmate.
  • Enrich Salesmate contact data with information fetched and processed by Code.

What kind of code executions can I automate using Latenode?

Latenode enables you to automate JavaScript, Python, and other code executions, triggered by events or data within Salesmate, streamlining workflows.

Are there any limitations to the Code and Salesmate integration on Latenode?

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

  • Complex data transformations in Code may require advanced JavaScript knowledge.
  • Rate limits of the Code and Salesmate APIs may affect high-volume workflows.
  • Real-time synchronization depends on the polling interval configured in Latenode.

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