--- title: Salesmate slug: salesmate description: How to integrate Salesmate with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_salesmate.png createdAt: 2025-02-03T13:28:36.235Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/salesmate.png" alt="Salesmate logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Salesmate](https://www.salesmate.io/). For subscription, refer to the [Salesmate pricing page](https://www.salesmate.io/). # Connect Salesmate and Make To get started, you must first create a connection between Salesmate and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your Salesmate account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Click the** profile icon** in the upper right corner. ::: :::WorkflowBlockItem Click** My Account**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/salesmate_Basic) ::: :::WorkflowBlockItem Navigate to** Access Key**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::WorkflowBlockItem Copy the** API token** displayed on screen. ::: :::WorkflowBlockItem 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.](https://support.salesmate.io/hc/en-us/articles/213808369-How-to-find-your-API-keys) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Salesmate module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Salesmate modules After connecting to the Salesmate app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Company Adds a new company record to your account. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your account. ::: :::ExpandableHeading ### Create a Deal Adds a new deal record to your account. ::: :::ExpandableHeading ### Create an Activity Adds a new activity record to your account. ::: :::ExpandableHeading ### Delete a Company Permanently removes the specified company from your account. ::: :::ExpandableHeading ### Delete a Contact Permanently removes the specified contact from your account. ::: :::ExpandableHeading ### Delete a Deal Permanently removes the specified deal from your account. ::: :::ExpandableHeading ### Delete an Activity Removes the specified activity from your account. ::: :::ExpandableHeading ### Get a Company Retrieves detailed information about the specified company. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact you select. ::: :::ExpandableHeading ### Get a Deal Retrieves detailed information about a specific deal you select. ::: :::ExpandableHeading ### Get an Activity Retrieves detailed information about a specific activity you select. ::: :::ExpandableHeading ### List Activities Retrieves a complete list of all recorded activities in your account ::: :::ExpandableHeading ### List Deals Retrieves a complete list of all existing deals in your account ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Company Updates the details of a specified company. ::: :::ExpandableHeading ### Update a Contact Updates the details of a specified contact. ::: :::ExpandableHeading ### Update a Deal Updates the details of a specified deal. ::: :::ExpandableHeading ### Update an Activity Updates the details of a specified activity. ::: :::ExpandableHeading ### Watch Activities Triggers when a new activity record is added to your account. ::: :::ExpandableHeading ### Watch Companies Triggers an event whenever a new company record is added to your system. ::: :::ExpandableHeading ### Watch Contacts Triggers an event whenever a new contact record is added to your account. ::: :::ExpandableHeading ### Watch Deals Triggers when a new deal record is added to your account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Salesmate topics on Make community](https://community.make.com/search?q=Salesmate) - [Salesmate website](https://www.salesmate.io/) - [Salesmate API documentation](https://apidocs.salesmate.io/) - [Salesmate page on make](https://www.make.com/en/integrations/salesmate) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::