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    Okdesk Integrations
    Salesmate Integrations

    Okdesk and Salesmate integration

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    How Albato works

    With Albato, you can easily integrate Salesmate with Okdesk using an intuitive no-code builder. Whether you want to sync Salesmate with Okdesk or connect Salesmate to Okdesk, our platform makes it simple.

    How to Connect Okdesk to Salesmate

    Create powerful Okdesk integration with Salesmate in just a few simple steps.

    STEP 1

    Connect Okdesk to Salesmate

    To connect Salesmate to Okdesk, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Okdesk with Salesmate with just a few clicks!

    Okdesk integration

    Okdesk

    Select a Trigger

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    STEP 2

    Create workflow for Salesmate and Okdesk integration

    Decide what happens when you sync Okdesk with Salesmate—set up triggers in one app to automatically initiate actions in the other.

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    Trigger

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    Action

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    STEP 3

    Sync Okdesk with Salesmate data

    Select which data to transfer when you integrate Salesmate with Okdesk—customize how your apps exchange information.

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    Integrate Okdesk with Salesmate now!

    Start FREE 7-day trial to connect Salesmate to Okdesk and unlock all premium features!

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    Triggers and actions for Salesmate and Okdesk integration

    In Okdesk and Salesmate integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 14

    Okdesk integration

    Order changed status

    Triggers

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    Okdesk integration

    Change of responsibility for the order

    Triggers

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    Salesmate integration

    New contact

    Triggers

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    Salesmate integration

    Updated contact

    Triggers

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    Actions 46

    Okdesk integration

    Change application status

    Actions

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    Okdesk integration

    Employee activation

    Actions

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    Salesmate integration

    Add a contact

    Actions

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    Salesmate integration

    Update a contact

    Actions

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    Make your integration smarter with AI

    Enhance your Salesmate and Okdesk integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

    Integrate Salesmate with Okdesk to harness the power of automation!

    With over 1,000 integrations on Albato including the ability to sync Salesmate with Okdesk, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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    Connect Okdesk to Salesmate to link essential parts of your business

    When you connect Okdesk to Salesmate, you can automate processes for any business size or industry. Here's how different companies integrate Okdesk with Salesmate using Albato.

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    • Never miss a lead or deal again!

    Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

    Salesmate integration with Okdesk

    Okdesk integrations

    Okdesk

    Categories

    • Help Desk

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    Salesmate

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    Learn how to connect Salesmate to Okdesk

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    Frequently asked questions about Okdesk and Salesmate Integration

    Why is Albato the best alternative to Zapier for integrating Okdesk and Salesmate?

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    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Okdesk and Salesmate. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Okdesk and Salesmate, Albato is the way to go!

    Does Okdesk integrate with Salesmate on the free plan?

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    Yes, you can integrate Okdesk with Salesmate using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesmate and Okdesk integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Okdesk Salesmate integration at no cost.

    How to connect Salesmate to Okdesk for scheduled syncs?

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    To sync Salesmate with Okdesk on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Okdesk integration with Salesmate seamless and tailored to your specific needs.

    Does Okdesk integrate with Salesmate in real time?

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    Yes, Okdesk integrates with Salesmate in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Okdesk integration with Salesmate instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Okdesk and Salesmate integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesmate integration with Okdesk, ensuring your workflows operate according to your requirements.

    How to connect Okdesk to Salesmate?

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    Setting up an integration between Okdesk and Salesmate on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Okdesk and Salesmate from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Okdesk (the trigger) that will cause an action in Salesmate, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Okdesk and Salesmate, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Okdesk and Salesmate, automating your workflows and saving you time.

    How to connect Okdesk to Salesmate to sync historical data?

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    To sync Okdesk with Salesmate and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesmate integration with Okdesk, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Salesmate to Okdesk for two-way synchronization?

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    To integrate Salesmate with Okdesk for two-way synchronization, Albato uses a system of triggers and actions. You can link Okdesk to Salesmate by setting up two separate automations. The first automation sent data from Okdesk to Salesmate. For instance, when a record is created or updated in Okdesk, the automation ensures the changes are reflected in Salesmate. The second automation works in reverse, updating Okdesk when changes occur in Salesmate.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesmate Okdesk integration and keeps your data consistent across both platforms.

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