DMSales + Livespace

DMSales + Livespace integrations

Create new Livespace persons from new DMSales contacts in segment

Easily stay on top of new connections with this automation. Whenever a new contact surfaces in DMSales, a new profile is created for them in Livespace. This seamless workflow ensures every new contact is recognized and ready for relationship building, thereby enhancing your customer management efficiency.

When this happens...
New Contacts in SegmentThis action allows you to monitor your segment for new contacts.
TriggerPolling
automatically do this!
Create PersonCreates a new person.
ActionWrite

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More things you can do with DMSales and Livespace

Discover other triggers and actions you can use with DMSales and Livespace

- Page
  Required
- Limit
  Required
- Project ID
Trigger
Polling
Try It
- Project
  Required
- Contact's ID
  Required
- Content
  Required
Action
Write
- Project
  Required
- Contact's ID
  Required
- Tags
  Required
Action
Write
- Project
  Required
- Contact's ID
  Required
- Tags
  Required
Action
Write
New Company
Triggers when a new company is added.
Trigger
Polling
Try It

New Deal
Triggers when a new deal is added.
Trigger
Polling
Try It
Change in Deal Status
Triggers when deal status is changed.
Trigger
Polling
Try It

- Company name
  Required
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal name
  Required
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write
- Deal ID
  Required
- Note
  Required
- Tags
Action
Write
- Person firstname and lastname
  Required
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Task name
  Required
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- Deal
  Required
- Deal name
  Required
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company name
  Required
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastname
  Required
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Search or write

- Project's ID
  Required
- Segment
  Required
Trigger
Polling
Try It
- Project ID
  Required
- Person ID
- Type
- Name
- Surname
- Company name
- NIP
- KRS
- REGON
- Position
- Voivodeship
- County
- City
- Postal Code
- Street
- Street Number
- Local Number
- Email
- Phone
- Sex
- Tags
- Source
- Planned Deal Date
- Next planned action
Action
Write
- Project
  Required
- E-mail
- Phone
- Contact ID
- Event type
  Required
- Value
- Campaign
Action
Write
- Project ID
  Required
- Person ID
  Required
- Type
- Name
- Surname
- Company Name
- NIP
- KRS
- REGON
- Position
- Voivodeship
- County
- City
- Postal Code
- Street
- Street Number
- Local Number
- Email
- Phone
- Sex
- Tags
- source
- Predicted Deal Date
- Next Action Date
Action
Write
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Polling
Try It
- Task type
  Required
Trigger
Polling
Try It
- Company ID
  Required
- Note
  Required
- Tags
Action
Write
- Deal ID
  Required
- Cost ID
  Required
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal ID
  Required
- Product ID
  Required
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person ID
  Required
- Note
  Required
- Tags
Action
Write
- Company
- Company name
  Required
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastname
  Required
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal name
  Required
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Search or write

About DMSales

DMSales platform is a tool to marketing and sales automation. Conduct campaigns, acquire customers and maintain relationships in one place.

HelpHelp

Related categories

Sales & CRM

About Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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