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How to connect Monday and Salesmate
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Salesmate will be your first step. To do this, click "Choose an app," find Monday or Salesmate, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Salesmate integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Salesmate
Salesmate + Monday + Slack: When a new deal is created in Salesmate, a new item is created in Monday to track the project. Updates regarding the project are sent to a designated Slack channel.
Salesmate + Monday + Google Sheets: When a deal is updated in Salesmate, project budgets in Monday are updated to reflect the changes. The updated sales data is then reported in Google Sheets.
Monday and Salesmate integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Salesmate
How can I connect my Monday account to Salesmate using Latenode?
To connect your Monday account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday 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 Monday items?
Yes, you can! Latenode allows real-time synchronization, triggering contact creation. Benefit: instant lead capture, better sales pipeline management.
What types of tasks can I perform by integrating Monday with Salesmate?
Integrating Monday with Salesmate allows you to perform various tasks, including:
- Create a new Salesmate deal when a Monday task status changes.
- Update Monday item statuses when Salesmate deal stages are updated.
- Sync contact information between Monday and Salesmate.
- Create a new Monday item for every new Salesmate contact.
- Generate custom reports combining data from both Monday and Salesmate.
HowdoesLatenodehandleMondayAPIrate limits duringpeakusage?
Latenode uses smart queueing to manage Monday API requests efficiently, preventing rate limit errors and ensuring reliable data flow.
Are there any limitations to the Monday and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require advanced configuration.
- Real-time data synchronization is subject to API availability.
- Historical data migration might require a separate, manual import.
