Salesmate and Magento 2(OpenSource) Integration

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Sync new Salesmate contacts to Magento 2(OpenSource) for personalized marketing. Latenode's visual editor makes complex logic simple, while affordable execution pricing scales with your business needs.

Salesmate + Magento 2(OpenSource) integration

Connect Salesmate and Magento 2(OpenSource) in minutes with Latenode.

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Automate your workflow

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Salesmate

Magento 2(OpenSource)

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesmate and Magento 2(OpenSource)

Create a New Scenario to Connect Salesmate and Magento 2(OpenSource)

In the workspace, click the โ€œCreate 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 Magento 2(OpenSource) will be your first step. To do this, click "Choose an app," find Salesmate or Magento 2(OpenSource), 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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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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Add the Magento 2(OpenSource) Node

Next, click the plus (+) icon on the Salesmate node, select Magento 2(OpenSource) from the list of available apps, and choose the action you need from the list of nodes within Magento 2(OpenSource).

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Authenticate Magento 2(OpenSource)

Now, click the Magento 2(OpenSource) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Magento 2(OpenSource) settings. Authentication allows you to use Magento 2(OpenSource) through Latenode.

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Configure the Salesmate and Magento 2(OpenSource) 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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Set Up the Salesmate and Magento 2(OpenSource) 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 donโ€™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, Magento 2(OpenSource), and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Salesmate and Magento 2(OpenSource) integration works as expected. Depending on your setup, data should flow between Salesmate and Magento 2(OpenSource) (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 Magento 2(OpenSource)

Magento 2(OpenSource) + Salesmate + Mailchimp: When a new customer is created in Magento 2, a contact is created in Salesmate and the customer is added as a subscriber to a Mailchimp list for targeted campaigns.

Magento 2(OpenSource) + Salesmate + QuickBooks: When a new order is placed in Magento 2, a deal is created in Salesmate to track the sales process, and a customer is created in QuickBooks for accounting purposes.

Salesmate and Magento 2(OpenSource) 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 Magento 2(OpenSource)

Automate Magento 2(OpenSource) order processing, inventory updates, or customer communication within Latenode. Sync product data, trigger email campaigns, or update databases. Solve complex e-commerce automation needs with visual flows, JavaScript, and direct API calls, avoiding manual tasks. Latenode brings scalability and customization beyond Magento's defaults.

See how Latenode works

FAQ Salesmate and Magento 2(OpenSource)

How can I connect my Salesmate account to Magento 2(OpenSource) using Latenode?

To connect your Salesmate account to Magento 2(OpenSource) 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 Magento 2(OpenSource) accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync customer data between Salesmate and Magento 2(OpenSource)?

Yes, you can! Latenode's visual editor allows effortless data synchronization, ensuring your sales team always has the most up-to-date customer information, enhancing personalization and efficiency.

What types of tasks can I perform by integrating Salesmate with Magento 2(OpenSource)?

Integrating Salesmate with Magento 2(OpenSource) allows you to perform various tasks, including:

  • Create Salesmate contacts from new Magento 2(OpenSource) customers.
  • Update Salesmate deals when Magento 2(OpenSource) order status changes.
  • Add Magento 2(OpenSource) order details to Salesmate contact notes.
  • Trigger email campaigns in Salesmate for specific Magento 2(OpenSource) events.
  • Automatically assign tasks in Salesmate based on Magento 2(OpenSource) orders.

Can I use JavaScript to customize my Salesmate integrations?

Yes! Latenode allows you to use JavaScript code for advanced customization, unlocking capabilities beyond simple no-code configurations.

Are there any limitations to the Salesmate and Magento 2(OpenSource) integration on Latenode?

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

  • Real-time data synchronization depends on API request limits.
  • Complex data transformations may require JavaScript knowledge.
  • Custom fields in Salesmate need manual mapping during configuration.

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