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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.
Connect Code and Salesmate in minutes with Latenode.
Create Code to Salesmate workflow
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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.
Code
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.
Code
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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.
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.
Set Up the Code and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesmate
Trigger on Webhook
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Code
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Iterator
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Webhook response
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.
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.
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.
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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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How can I connect my Code account to Salesmate using Latenode?
To connect your Code account to Salesmate on Latenode, follow these steps:
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:
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: