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Create a New Scenario to Connect Salesmate and Google Cloud BigQuery (REST)
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Salesmate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesmate or Google Cloud BigQuery (REST) will be your first step. To do this, click "Choose an app," find Salesmate or Google Cloud BigQuery (REST), and select the appropriate trigger to start the scenario.
Add the Salesmate Node
Select the Salesmate node from the app selection panel on the right.
Salesmate
Configure the Salesmate
Click on the Salesmate node to configure it. You can modify the Salesmate URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Google Cloud BigQuery (REST) Node
Next, click the plus (+) icon on the Salesmate node, select Google Cloud BigQuery (REST) from the list of available apps, and choose the action you need from the list of nodes within Google Cloud BigQuery (REST).
Salesmate
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Google Cloud BigQuery (REST)
Authenticate Google Cloud BigQuery (REST)
Now, click the Google Cloud BigQuery (REST) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Cloud BigQuery (REST) settings. Authentication allows you to use Google Cloud BigQuery (REST) through Latenode.
Configure the Salesmate and Google Cloud BigQuery (REST) 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 Salesmate and Google Cloud BigQuery (REST) 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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Google Cloud BigQuery (REST)
Trigger on Webhook
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Salesmate
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Salesmate, Google Cloud BigQuery (REST), and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Salesmate and Google Cloud BigQuery (REST) integration works as expected. Depending on your setup, data should flow between Salesmate and Google Cloud BigQuery (REST) (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Salesmate + Google Cloud BigQuery + Google Sheets: When a deal is created in Salesmate, the deal data is sent to Google Cloud BigQuery for sales data analysis. After the data is processed in BigQuery (this step is outside Latenode), the summary reports are automatically created in Google Sheets for team review.
Salesmate + Google Cloud BigQuery + Slack: When a new deal is created in Salesmate, the deal data is sent to Google Cloud BigQuery for analysis. When BigQuery identifies significant changes in sales trends (this step is outside Latenode), a notification is sent to a Slack channel.
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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About Google Cloud BigQuery (REST)
Automate BigQuery data workflows in Latenode. Query and analyze massive datasets directly within your automation scenarios, bypassing manual SQL. Schedule queries, transform results with JavaScript, and pipe data to other apps. Scale your data processing without complex coding or expensive per-operation fees. Perfect for reporting, analytics, and data warehousing automation.
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How can I connect my Salesmate account to Google Cloud BigQuery (REST) using Latenode?
To connect your Salesmate account to Google Cloud BigQuery (REST) on Latenode, follow these steps:
Can I analyze sales data from Salesmate in BigQuery?
Yes, you can! Latenode's visual editor makes data transfer seamless. Gain insights by loading Salesmate data into BigQuery for advanced analytics and reporting.
What types of tasks can I perform by integrating Salesmate with Google Cloud BigQuery (REST)?
Integrating Salesmate with Google Cloud BigQuery (REST) allows you to perform various tasks, including:
How secure is my Salesmate data when using Latenode integrations?
Latenode uses secure connections and encryption protocols to protect your data during transfer and storage, ensuring confidentiality and integrity.
Are there any limitations to the Salesmate and Google Cloud BigQuery (REST) integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: