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How to connect Moxie and Salesmate
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Salesmate will be your first step. To do this, click "Choose an app," find Moxie or Salesmate, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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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Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Salesmate integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Salesmate
Moxie + Salesmate + Slack: When a new support ticket is created in Moxie, a corresponding task is created in Salesmate. The sales team is then notified via a Slack channel message about the new task.
Salesmate + Moxie + Google Sheets: When a deal is updated in Salesmate, a new task is created in Moxie and the information is logged into a Google Sheet.
Moxie and Salesmate integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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 Moxie and Salesmate
How can I connect my Moxie account to Salesmate using Latenode?
To connect your Moxie account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie 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 Moxie chat outcomes?
Yes, you can! Latenode's visual editor makes it easy to map Moxie chat data to Salesmate fields, ensuring your sales team always has the latest customer information. Boost conversion rates by acting fast.
What types of tasks can I perform by integrating Moxie with Salesmate?
Integrating Moxie with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from new Moxie chat transcripts.
- Update existing Salesmate contact information based on Moxie interactions.
- Trigger Salesmate tasks when specific keywords are used in Moxie chats.
- Send customized Salesmate email sequences after a Moxie chat ends.
- Log Moxie chat summaries as notes within Salesmate contact records.
Can I use JavaScript code within my Moxie and Salesmate automation?
Yes! Latenode allows you to use JavaScript for advanced data transformations and logic within your Moxie and Salesmate workflows, offering unmatched flexibility.
Are there any limitations to the Moxie and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time updates depend on the API rate limits of Moxie and Salesmate.
- Initial setup requires understanding of both Moxie and Salesmate data structures.
