How to Connect Salesmate and Akita
- Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.
- Click the Connect Provider button.
- Select Salesmate from the list of available integrations.
- Fill in the form to complete the connection. For this, you will need your Web Address, Access Key, Secret Key, and Session Key from your Salesmate account.
- That's it – all done!
Your Salesmate Customer Data in Akita
- Once connected, your Akita account will begin populating with your Salesmate data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Salesmate account, and from your other business tools.
128 Accounts Matched. Save as Segment
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Want to learn how Akita can save your Customer Success team time?
We'd love to show you Akita in more detail and answer any questions you have about integrating Salesmate with our Customer Success platform.
Fill in the form below to schedule a demo and get started with your Customer Success efforts.