Salesmate
Salesmate CRM API: contacts, companies, deals, activities, notes, custom module records, and users.
API Key57 tools
Connect Salesmate
Free account. No credit card required.
Three ways to use Salesmate
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Salesmate.
Create Activity
Create an activity (call, meeting, task)
Tool
Create Activity Note
Add a note to an activity
Tool
Create Company
Create a company
Tool
Create Company Note
Add a note to a company
Tool
Create Contact
Add a contact
Tool
Create Contact Note
Add a note to a contact
Tool
Get started automating Salesmate
01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.