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How to connect Miro and Salesmate
Create a New Scenario to Connect Miro 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 Miro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Miro or Salesmate will be your first step. To do this, click "Choose an app," find Miro or Salesmate, and select the appropriate trigger to start the scenario.
Add the Miro Node
Select the Miro node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Miro 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 Miro 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 Miro 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 Miro, 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 Miro and Salesmate integration works as expected. Depending on your setup, data should flow between Miro 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 Miro and Salesmate
Miro + Salesmate + Slack: When a new idea is captured on a Miro board as a new or updated item, a deal is created in Salesmate to track potential opportunities. A notification is then sent to a dedicated Slack channel to alert the sales team about the new deal.
Salesmate + Miro + Google Meet: When a deal progresses to a key stage in Salesmate, a new Miro board is automatically created for brainstorming strategies. Subsequently, a Google Meet meeting is scheduled to discuss the deal further, ensuring collaborative planning.
Miro and Salesmate integration alternatives
About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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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 Miro and Salesmate
How can I connect my Miro account to Salesmate using Latenode?
To connect your Miro account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Miro and click on "Connect".
- Authenticate your Miro and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Salesmate deals based on Miro board activity?
Yes, you can! Latenode lets you trigger Salesmate updates from Miro events. This keeps your sales pipeline current with real-time collaboration insights, boosting efficiency.
What types of tasks can I perform by integrating Miro with Salesmate?
Integrating Miro with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from Miro brainstorm participants.
- Update deal stages in Salesmate based on Miro board approvals.
- Send Salesmate notifications when a Miro board is updated.
- Generate Salesmate tasks from Miro action items automatically.
- Archive Salesmate contacts based on Miro project completion.
How do I handle large Miro boards with many objects on Latenode?
Latenode's efficient data handling and serverless architecture allows you to process large Miro boards without performance bottlenecks, even with complex workflows.
Are there any limitations to the Miro and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Miro and Salesmate APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the event triggers provided by Miro.
