Salesmate

The Salesmate modules allow you to watch, create, update, list, retrieve, and delete the deals, activities, contacts, and companies in your Salesmate account.

Prerequisites

In order to use Salesmate with Make, it is necessary to have a Salesmate account. If you do not have one, you can create a Salesmate account at accounts.salesmate.io/registration.

To connect your Salesmate account to Make you need to obtain the Access Key, App Private Key, and Session Key details from your Salesmate account and insert it in the Create a connection dialog in the Make module.

1. Login to your Salesmate account.

2. Click the Profile Icon > My Account > Access Key.

3. Here you can find the Access Key, App Private Key, and Session Key details.

4. Go to Make and open the Salesmate module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Access Key, App Private Key, and Session Key field, enter the details provided in step 3 respectively.

7. In the Linkname field, enter your Salesmate account's URL address. For example, www.xyz.salesmate.io.