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How to connect HeyGen and Salesmate
Create a New Scenario to Connect HeyGen 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 HeyGen, triggered by another scenario, or executed manually (for testing purposes). In most cases, HeyGen or Salesmate will be your first step. To do this, click "Choose an app," find HeyGen or Salesmate, and select the appropriate trigger to start the scenario.
Add the HeyGen Node
Select the HeyGen node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the HeyGen 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 HeyGen 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 HeyGen 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 HeyGen, 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 HeyGen and Salesmate integration works as expected. Depending on your setup, data should flow between HeyGen 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 HeyGen and Salesmate
Salesmate + HeyGen + Slack: When a new contact is created in Salesmate, automatically generate a personalized video using HeyGen and then send a notification about the new lead to a specific Slack channel.
Salesmate + HeyGen + Gmail: When a deal stage is updated in Salesmate, automatically create a personalized video update using HeyGen. The finalized video is then sent to the client via Gmail.
HeyGen and Salesmate integration alternatives
About HeyGen
Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.
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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 HeyGen and Salesmate
How can I connect my HeyGen account to Salesmate using Latenode?
To connect your HeyGen account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HeyGen and click on "Connect".
- Authenticate your HeyGen and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I personalize HeyGen videos based on Salesmate contact data?
Yes, with Latenode! Automatically personalize HeyGen videos using Salesmate data, creating targeted content. This saves time and increases engagement with prospects, leveraging Latenode's no-code flexibility.
What types of tasks can I perform by integrating HeyGen with Salesmate?
Integrating HeyGen with Salesmate allows you to perform various tasks, including:
- Automatically create Salesmate contacts from new HeyGen video submissions.
- Send personalized HeyGen video messages to new Salesmate leads.
- Update Salesmate contact properties when a HeyGen video is viewed.
- Trigger HeyGen video creation when a Salesmate deal reaches a specific stage.
- Log HeyGen video engagement metrics as activities within Salesmate.
HowsecureistheHeyGentoSalesmateintegrationonLatenode?
Latenode employs industry-standard security measures, including encryption and secure authentication protocols, to protect your data during HeyGen and Salesmate integration.
Are there any limitations to the HeyGen and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- HeyGen API limits may affect high-volume video generation workflows.
- Custom field mapping in Salesmate requires careful configuration.
- Real-time updates depend on the polling intervals set in your Latenode flow.
