Salesmate and Google Cloud Storage Integration

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Automatically archive Salesmate attachments in Google Cloud Storage. Latenode’s visual editor simplifies setup while JavaScript nodes enable custom archival logic. Scale affordably with pay-by-execution pricing.

Swap Apps

Salesmate

Google Cloud Storage

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesmate and Google Cloud Storage

Create a New Scenario to Connect Salesmate and Google Cloud Storage

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 Salesmate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesmate or Google Cloud Storage will be your first step. To do this, click "Choose an app," find Salesmate or Google Cloud Storage, 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.

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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.

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Connect Salesmate

Sign In

Run node once

Add the Google Cloud Storage Node

Next, click the plus (+) icon on the Salesmate node, select Google Cloud Storage from the list of available apps, and choose the action you need from the list of nodes within Google Cloud Storage.

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Salesmate

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Google Cloud Storage

Authenticate Google Cloud Storage

Now, click the Google Cloud Storage node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Cloud Storage settings. Authentication allows you to use Google Cloud Storage through Latenode.

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Google Cloud Storage

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Connect Google Cloud Storage

Sign In

Run node once

Configure the Salesmate and Google Cloud Storage Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Google Cloud Storage Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Salesmate and Google Cloud Storage 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 Salesmate, Google Cloud Storage, 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 Salesmate and Google Cloud Storage integration works as expected. Depending on your setup, data should flow between Salesmate and Google Cloud Storage (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Salesmate and Google Cloud Storage

Salesmate + Google Cloud Storage + Slack: When a deal is closed in Salesmate, the related contract is uploaded to Google Cloud Storage. A notification is then sent to a designated Slack channel, informing the sales team that the deal is closed and the contract has been archived.

Salesmate + Google Cloud Storage + Google Sheets: When a deal is closed in Salesmate, and a contract is uploaded to Google Cloud Storage, the details of the uploaded contract (file name, storage location) are added as a new row in a specified Google Sheets spreadsheet, tracking contract storage details for closed deals.

Salesmate and Google Cloud Storage integration alternatives

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.

About Google Cloud Storage

Use Google Cloud Storage in Latenode for automated file management. Upload, download, and manage files in your workflows. Automate backups, data archiving, or image processing. Connect GCS to other apps for seamless data transfer and triggering events. Latenode's visual editor simplifies complex file-based automations.

Salesmate + Google Cloud Storage integration

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FAQ Salesmate and Google Cloud Storage

How can I connect my Salesmate account to Google Cloud Storage using Latenode?

To connect your Salesmate account to Google Cloud Storage on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Salesmate and click on "Connect".
  • Authenticate your Salesmate and Google Cloud Storage accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically back up Salesmate contacts to Google Cloud Storage?

Yes, you can! Latenode’s visual editor and scheduling tools make automated backups easy, ensuring data safety and compliance effortlessly.

What types of tasks can I perform by integrating Salesmate with Google Cloud Storage?

Integrating Salesmate with Google Cloud Storage allows you to perform various tasks, including:

  • Archive Salesmate contact data for long-term storage and compliance.
  • Automatically upload new Salesmate reports to a designated GCS bucket.
  • Create backups of Salesmate deals data on a daily or weekly schedule.
  • Store call recordings associated with Salesmate contacts in Google Cloud Storage.
  • Generate and save audit logs from Salesmate activity to Google Cloud Storage.

How does Latenode handle large file transfers from Salesmate?

Latenode efficiently manages large files by using optimized streaming, ensuring reliable data transfer without size limitations.

Are there any limitations to the Salesmate and Google Cloud Storage integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial synchronization of very large Salesmate accounts may take significant time.
  • Real-time updates depend on Salesmate's API rate limits; delays can occur.
  • Complex data transformations may require JavaScript knowledge within Latenode.

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