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How to connect Gmail and Salesmate
Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Salesmate will be your first step. To do this, click "Choose an app," find Gmail or Salesmate, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Gmail 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 Gmail 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 Gmail 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Gmail, 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 Gmail and Salesmate integration works as expected. Depending on your setup, data should flow between Gmail 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 Gmail and Salesmate
Gmail + Salesmate + Google Sheets: When a new email arrives in Gmail, search for the sender in Salesmate. If the contact exists, add a row to a Google Sheet with the email details and contact information.
Salesmate + Gmail + Slack: When a lead replies to an email that was sent from Salesmate, find the assigned sales rep in Salesmate and notify them via Slack.
Gmail and Salesmate integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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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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FAQ Gmail and Salesmate
How can I connect my Gmail account to Salesmate using Latenode?
To connect your Gmail account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and click on "Connect".
- Authenticate your Gmail and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Gmail attachments to Salesmate?
Yes, you can! Latenode's visual editor allows you to create automated workflows to save Gmail attachments directly to Salesmate, streamlining document management.
What types of tasks can I perform by integrating Gmail with Salesmate?
Integrating Gmail with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from incoming Gmail messages.
- Log Gmail conversations as activities in Salesmate.
- Send automated follow-up emails via Gmail for new Salesmate deals.
- Update Salesmate deal stages based on email content.
- Trigger Salesmate workflows when specific keywords appear in Gmail.
What Gmail actions trigger workflows inside Latenode?
Latenode can trigger workflows based on new emails, specific senders, or matching keywords—automating your workflows.
Are there any limitations to the Gmail and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Gmail and Salesmate may affect high-volume workflows.
- Complex data transformations might require JavaScript or AI nodes.
- Attachment size limits are governed by Gmail and Salesmate's policies.
