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How to connect Hive and Salesmate
Create a New Scenario to Connect Hive 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 Hive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Hive or Salesmate will be your first step. To do this, click "Choose an app," find Hive or Salesmate, and select the appropriate trigger to start the scenario.
Add the Hive Node
Select the Hive node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Hive 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 Hive 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 Hive 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 Hive, 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 Hive and Salesmate integration works as expected. Depending on your setup, data should flow between Hive 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 Hive and Salesmate
Salesmate + Hive + Slack: When a new deal is created in Salesmate, a corresponding action is created in Hive, and a notification is sent to a designated Slack channel to inform the sales team.
Salesmate + Hive + Google Sheets: When a deal is updated in Salesmate or a new action is created in Hive, the details are logged in a Google Sheet for reporting purposes.
Hive and Salesmate integration alternatives
About Hive
Use Hive in Latenode to streamline project management. Create automated task assignments based on triggers from other apps, update task statuses, and generate reports. Latenode’s visual editor lets you connect Hive to your entire workflow, adding logic and integrations beyond Hive's built-in features. Scale your project automation without complex 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 Hive and Salesmate
How can I connect my Hive account to Salesmate using Latenode?
To connect your Hive account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Hive and click on "Connect".
- Authenticate your Hive 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 Hive tasks?
Yes, you can! Latenode lets you automate contact creation with customizable logic and data mapping. Ensure seamless lead management and efficient task-to-sales conversion.
What types of tasks can I perform by integrating Hive with Salesmate?
Integrating Hive with Salesmate allows you to perform various tasks, including:
- Create new Salesmate deals when specific Hive tasks are completed.
- Update Salesmate contact information based on changes in Hive tasks.
- Send customized email notifications via Salesmate for urgent Hive tasks.
- Track Hive project progress within Salesmate deal stages automatically.
- Archive completed Hive tasks and log related activities in Salesmate.
Can I use JavaScript code with the Hive integration on Latenode?
Yes! Latenode allows you to extend the Hive integration using JavaScript. Process data, add custom logic, or manage complex workflows effortlessly.
Are there any limitations to the Hive and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API rate limits for both apps.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration isn't directly supported; it requires a custom flow.
