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How to connect Process Street and Salesmate
Create a New Scenario to Connect Process Street 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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Salesmate will be your first step. To do this, click "Choose an app," find Process Street or Salesmate, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
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Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesmate Node
Next, click the plus (+) icon on the Process Street 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 Process Street 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 Process Street 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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Salesmate
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Trigger on Webhook
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Process Street
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Save and Activate the Scenario
After configuring Process Street, 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 Process Street and Salesmate integration works as expected. Depending on your setup, data should flow between Process Street 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 Process Street and Salesmate
Salesmate + Slack + Process Street: When a deal is closed in Salesmate, a message is sent to a Slack channel to notify the team. This triggers the creation of a client onboarding checklist in Process Street.
Salesmate + Process Street + Google Sheets: When a deal is updated in Salesmate, a Workflow Run is created or updated in Process Street to track process adherence. The Process Street Workflow Run data is then added as a new row to a Google Sheet for reporting.
Process Street and Salesmate integration alternatives
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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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 Process Street and Salesmate
How can I connect my Process Street account to Salesmate using Latenode?
To connect your Process Street account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Process Street and click on "Connect".
- Authenticate your Process Street and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Salesmate deals after Process Street checklist completion?
Yes, you can! Latenode's visual editor makes this easy. Automatically update deal stages in Salesmate when a Process Street checklist is completed, streamlining your sales pipeline.
What types of tasks can I perform by integrating Process Street with Salesmate?
Integrating Process Street with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from Process Street form submissions.
- Trigger Process Street checklists when a new deal is created in Salesmate.
- Update Salesmate deal stages based on Process Street checklist progress.
- Generate personalized documents using data from both Process Street and Salesmate.
- Send automated notifications when tasks are completed across both platforms.
Can I use JavaScript to transform data between Process Street and Salesmate?
Yes! Latenode allows you to use JavaScript code blocks to transform data, enabling sophisticated data manipulation between Process Street and Salesmate.
Are there any limitations to the Process Street and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both platforms.
- Custom fields in Process Street and Salesmate need manual mapping.
