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How to connect Fibery and Salesmate
Create a New Scenario to Connect Fibery 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 Fibery, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fibery or Salesmate will be your first step. To do this, click "Choose an app," find Fibery or Salesmate, and select the appropriate trigger to start the scenario.
Add the Fibery Node
Select the Fibery node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Fibery 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 Fibery 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 Fibery 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 Fibery, 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 Fibery and Salesmate integration works as expected. Depending on your setup, data should flow between Fibery 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 Fibery and Salesmate
Fibery + Salesmate + Slack: When a Fibery project task is created or updated, the flow searches for related deals in Salesmate. If a deal is found, a message is sent to a designated Slack channel, notifying the team about the task and the associated deal.
Salesmate + Fibery + Google Sheets: When a Salesmate opportunity is updated, the flow finds the associated Fibery project. Then, it logs the Salesmate opportunity changes to a Google Sheet, adding a new row with relevant details linked to the Fibery project.
Fibery and Salesmate integration alternatives
About Fibery
Sync Fibery's structured data—tasks, projects, wikis—into Latenode for automated workflows. Trigger actions like sending notifications on status changes or updating other tools. Latenode adds logic and integrations Fibery lacks, building complex flows with no code. Automate cross-functional workflows beyond Fibery's native capabilities.
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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 Fibery and Salesmate
How can I connect my Fibery account to Salesmate using Latenode?
To connect your Fibery account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fibery and click on "Connect".
- Authenticate your Fibery 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 Fibery entries?
Yes, you can! Latenode allows seamless automation, instantly creating Salesmate contacts from new Fibery data. This streamlines your sales process and eliminates manual entry.
What types of tasks can I perform by integrating Fibery with Salesmate?
Integrating Fibery with Salesmate allows you to perform various tasks, including:
- Create new Salesmate deals when a Fibery task reaches a specific stage.
- Update Fibery features based on Salesmate deal status changes.
- Sync contact information between Fibery and Salesmate automatically.
- Trigger personalized email campaigns in Salesmate from Fibery events.
- Generate reports combining data from both Fibery and Salesmate.
CanIuseno-codeblockstotransformFiberydatatoSalesmateformat?
Yes, Latenode offers no-code data transformation blocks. Easily adapt Fibery data to Salesmate's format without any code, streamlining your workflows.
Are there any limitations to the Fibery and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript for advanced customization.
- Real-time updates are subject to the API rate limits of both Fibery and Salesmate.
- Certain custom fields in either Fibery or Salesmate might not be directly supported.
