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Sync new Knack records to Salesmate as contacts and deals, automating lead management. Latenode's visual editor and flexible JavaScript blocks make it easier to customize data flows and scale complex sales pipelines affordably.
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Create a New Scenario to Connect Knack and Salesmate
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Salesmate will be your first step. To do this, click "Choose an app," find Knack or Salesmate, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
Knack
Add the Salesmate Node
Next, click the plus (+) icon on the Knack node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
Knack
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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 Knack 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 Knack 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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Knack
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Knack, Salesmate, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Knack and Salesmate integration works as expected. Depending on your setup, data should flow between Knack and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Salesmate + Knack + Google Sheets: When a new deal is created in Salesmate, a corresponding record is created in a Knack database, and a new row is added to a Google Sheet for reporting purposes.
Salesmate + Knack + Slack: When a deal is updated in Salesmate, specifically when the deal is closed, the customer record in Knack is updated, and a congratulatory message is sent to a designated Slack channel.
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack account to Salesmate using Latenode?
To connect your Knack account to Salesmate on Latenode, follow these steps:
Can I sync new Knack entries to Salesmate as contacts?
Yes, you can! Latenode lets you automatically create Salesmate contacts from Knack entries, ensuring your sales team always has the latest lead information. Streamline data flow and boost efficiency.
What types of tasks can I perform by integrating Knack with Salesmate?
Integrating Knack with Salesmate allows you to perform various tasks, including:
Can I use JavaScript to transform data between Knack and Salesmate?
Yes, Latenode allows you to use JavaScript to transform data between Knack and Salesmate, offering unmatched flexibility for complex data mappings and custom logic.
Are there any limitations to the Knack and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: