Salesmate

salesmate is a crm platform for managing sales pipelines, contacts, and communications integrating salesmate with make com allows users to automate lead management, sync contacts, and trigger follow ups based on deal activity within their salesmate account 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 https //www salesmate io/contact/ directly requirements to use the salesmate app in make, you must have an active salesmate account and an api key, https //www salesmate io/ for subscription, refer to the https //www salesmate io/ connect salesmate and {{product name}} to get started, you must first create a connection between salesmate and {{product name}} , 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 {{product name}} , you should first obtain your basic in your salesmate account to obtain your basic navigate to the profile icon in the top right corner of your salesmate account click on go to my account navigate to the access key section copy the api token labeled session token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support salesmate io/hc/en us/articles/213808369 how to find your api keys create the connection in {{product name}} https //www make com/en/register , add the salesmate module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page salesmate modules after connecting to the salesmate app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company creates a new company record in your system create a contact creates a new contact record in your selected application create a deal creates a new sales deal record in your crm system create an activity creates a new activity record in your account delete a company permanently removes the specified company record from your account delete a contact permanently removes the specified contact from your account delete a deal permanently removes the specified deal from your account delete an activity deletes the specified activity from your account get a company retrieves detailed information about the specified company get a contact retrieves detailed information about a specified contact get a deal retrieves detailed information about a specific deal you select get an activity retrieves detailed information about the specified activity list activities retrieves a complete list of all activities from your account list companies retrieves a complete list of all companies in your account list contacts retrieves a complete list of all contacts from your account list deals retrieves a complete list of all existing deals in your account make an api call executes a custom api request to the connected service using your authorized credentials update a company updates the details of a specified company in your account update a contact updates the details of a specified contact in your account update a deal updates the details of a specified deal in your account update an activity updates the details of a specified activity watch activities triggers when a new activity record is added to your account watch companies triggers when a new company record is added to your system watch contacts triggers when a new contact is added to your account watch deals triggers when a new deal record is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} salesmate resources you can have access to more resources related to this app on the following links https //community make com/search?q=salesmate https //www salesmate io/ https //apidocs salesmate io/ https //www make com/en/integrations/salesmate