Salesmate
 | Salesmate is a CRM platform that helps businesses manage sales pipelines, automate tasks, and track customer interactions. Integrating Salesmate with Make.com lets users automate contact management, deal updates, and activity tracking across their sales and marketing workflows. |
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This is AI-generated content based on official Salesmate documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Salesmate directly.
Requirements
To use the Salesmate app in Make, you must have an active Salesmate account and an API key, create your account on Salesmate. For subscription, refer to the Salesmate pricing page.
Connect Salesmate and Make
To get started, you must first create a connection between Salesmate and Make, allowing the two services to communicate.
Obtain your Basic in your Salesmate account
Create the connection in Make.
Obtain your Basic in your Salesmate account
Before you create the connection in Make, you should first obtain your Basic in your Salesmate account.
To obtain your Basic :
Click the profile icon in the upper right corner.
Click My Account.
Navigate to Access Key.
Copy the API key displayed on screen.
Copy the API token displayed on screen.
Copy the Session Token displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Salesmate module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Salesmate account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Salesmate modules
After connecting to the Salesmate app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Salesmate resources
You can have access to more resources related to this app on the following links