Salesmate

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

Getting Started with Salesmate

Prerequisites

  • A Salesmate account

In order to use Salesmate with Integromat, 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.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Salesmate to Integromat

To connect your Salesmate account to Integromat 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 Integromat module.

1. Login to your Salesmate account.

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

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

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

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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.

Deal

Watch Deals

Triggers when a new deal is created.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of deals Integromat should return during one scenario execution cycle.

List Deals

List all deals.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of deals Integromat should return during one scenario execution cycle.
Sort ByEnter the option to sort the deals. For example, deal amount.
Sort OrderEnter the order in which you want to list the deals. For example, Ascending order.
Custom View IDEnter the Custom View ID of the deal you want to list.

Get a Deal

Finds a deal.

ConnectionEstablish a connection to your Salesmate account.
Deal IDSelect the Deal ID whose details you want to retrieve.

Create a Deal

Creates a deal.

ConnectionEstablish a connection to your Salesmate account.
TitleEnter a name for the deal.
Primary ContactSelect the primary contact for the deal.
Owner IDSelect the Owner ID of the contact.
Pipeline Select the applicable pipeline of the deal. For example, Sale.
StatusSelect the status of the deal:
  • Open
  • Won
  • Lost
StageSelect the deal stage:
  • New (Untouched)
  • Contacted
  • Proposal Presented
  • In Negotiation
CurrencyEnter a three-character currency code. For example, USD.
PrioritySelect the priority of the deal:
  • High
  • Low
  • Medium
SourceSelect the source from where you received the deal:
  • Ads
  • Referrals
  • Website
  • Woad of mouth
Primary CompanySelect the primary company associated with the deal.
Estimated Close DateEnter the date by when the deal is expected to close.
Deal ValueEnter the amount expected from the deal.
DescriptionEnter the details of the deal.
TagsEnter a comma-separated list of tags.
Followers

Add the followers for the deal:

Contact or User

Select the option for the follower.

Contact

Select the contact that you want to add as a contact for the deal.

User

Select the contact that you want to add as a contact for the deal.

Update a Deal

Updates an existing deal.

ConnectionEstablish a connection to your Salesmate account.
Deal IDSelect the Deal ID whose details you want to update.
TitleEnter a name for the deal.
Primary ContactSelect the primary contact for the deal.
Owner IDSelect the Owner ID of the contact.
Pipeline Select the applicable pipeline of the deal. For example, Sale.
StatusSelect the status of the deal:
  • Open
  • Won
  • Lost
StageSelect the deal stage:
  • New (Untouched)
  • Contacted
  • Proposal Presented
  • In Negotiation
CurrencyEnter a three-character currency code. For example, USD.
PrioritySelect the priority of the deal:
  • High
  • Low
  • Medium
SourceSelect the source from where you received the deal:
  • Ads
  • Referrals
  • Website
  • Woad of mouth
Primary CompanySelect the primary company associated with the deal.
Estimated Close DateEnter the date by when the deal is expected to close.
Deal ValueEnter the amount expected from the deal.
DescriptionEnter the details of the deal.
TagsEnter a comma-separated list of tags.
FollowersAdd the followers for the deal:

Contact or User

Select the option for the follower.

Contact

Select the contact that you want to add as a contact for the deal.

User

Select the contact that you want to add as a contact for the deal.

Delete a Deal

Deletes an existing deal.

ConnectionEstablish a connection to your Salesmate account.
Deal IDSelect the Deal ID you want to delete.

Activity

Watch Activities

Triggers when a new activity is created.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of activities Integromat should return during one scenario execution cycle.

List Activities

Lists all completed or not completed activities.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of activities Integromat should return during one scenario execution cycle.
Sort ByEnter the option to sort the activities. For example, Meeting.
Sort OrderEnter the order in which you want to list the activities. For example, Ascending order.
Custom View IDEnter the Custom View ID of the activities you want to list.

Get an Activity

Finds an activity.

ConnectionEstablish a connection to your Salesmate account.
Activity IDSelect the Activity ID whose details you want to retrieve.

Create an Activity

Creates a new activity.

ConnectionEstablish a connection to your Salesmate account.
TitleEnter a name for the activity.
Owner IDSelect the Owner ID who owns the activity.
TypeSelect the activity type:
  • Call
  • Meeting
  • Task
  • Demo
DescriptionEnter the details of the activity.
TagsEnter a comma-separated list of tags for the activity.
Due DateEnter the date by when the activity must be completed.
DurationEnter the time spent on the activity in seconds.
Followers

Add the followers for the deal:

Contact or User

Select the option for the follower.

Contact

Select the contact that you want to add as a contact for the activity.

User

Select the contact that you want to add as a contact for the activity.

Calendar InviteSelect whether activity includes an activity invite:
  • Yes
  • No
  • Not defined
CompletedSelect whether the activity is completed:
  • Yes
  • No
  • Not defined

Update an Activity

Updates an existing activity.

ConnectionEstablish a connection to your Salesmate account.
Activity IDSelect the Activity ID whose details you want to update.
TitleEnter a name for the activity.
Owner IDSelect the Owner ID who owns the activity.
TypeSelect the activity type:
  • Call
  • Meeting
  • Task
  • Demo
DescriptionEnter the details of the activity.
TagsEnter a comma-separated list of tags for the activity.
Due DateEnter the date by when the activity must be completed.
DurationEnter the time spent on the activity in seconds.
Followers

Add the followers for the deal:

Contact or User

Select the option for the follower.

Contact

Select the contact that you want to add as a contact for the activity.

User

Select the contact that you want to add as a contact for the activity.

Calendar InviteSelect whether activity includes an activity invite:
  • Yes
  • No
  • Not defined
CompletedSelect whether the activity is completed:
  • Yes
  • No
  • Not defined

Delete an Activity

Deletes an existing activity.

ConnectionEstablish a connection to your Salesmate account.
Activity IDSelect the Activity ID you want to delete.

Contact

Watch Contacts

Triggers when a new contact is created.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of contacts Integromat should return during one scenario execution cycle.

List Contacts

Lists all contacts.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of contacts Integromat should return during one scenario execution cycle.
Sort ByEnter the option to sort the activities. For example, first name.
Sort OrderEnter the order in which you want to list the activities. For example, Ascending order.
Custom View IDEnter the Custom View ID of the activities you want to list.

Get a Contact

Finds contact.

ConnectionEstablish a connection to your Salesmate account.
Contact IDSelect the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

ConnectionEstablish a connection to your Salesmate account.
Last NameEnter the last name of the contact.
Owner IDSelect the Owner ID of the contact.
First NameEnter the first name of the contact.
MobileEnter the mobile number of the contact.
Company IDSelect the Company ID to which the contact belongs to.
EmailEnter the email address of the contact.
WebsiteEnter the website related to the contact.
Google Plus Profile LinkEnter the contact's Google Plus link.
LinkedIn Profile LinkEnter the contact's LinkedIn profile link.
Phone number 1Enter the contact's primary phone number.
Phone number 2Enter the contact's other alternative phone number.
Skype IDEnter the contact's Skype ID details.
Facebook LinkEnter the contact's Facebook profile link.
Twitter LinkEnter the contact's Twitter profile link.
CurrencyEnter the contact's applicable currency in a three-character format. For example, USD.
DesignationEnter the contact's position in the company.
Address Line 1Enter the contact's billing street address.
Address Line 2Enter the contact's billing street address.
CityEnter the contact's billing city name.
Zip CodeEnter the contact's billing area zip code.
StateEnter the contact's billing state name.
CountryEnter the contact's billing country name.
DescriptionEnter the details of the contact. 
TagsEnter the tags related to the contact.

Update a Contact

Updates an existing contact.

ConnectionEstablish a connection to your Salesmate account.
Contact IDSelect the Contact ID whose details you want to update.
Last NameEnter the last name of the contact.
Owner IDSelect the Owner ID of the contact.
First NameEnter the first name of the contact.
MobileEnter the mobile number of the contact.
Company IDSelect the Company ID to which the contact belongs to.
EmailEnter the email address of the contact.
WebsiteEnter the website related to the contact.
Google Plus Profile LinkEnter the contact's Google Plus link.
LinkedIn Profile LinkEnter the contact's LinkedIn profile link.
Phone number 1Enter the contact's primary phone number.
Phone number 2Enter the contact's other alternative phone number.
Skype IDEnter the contact's Skype ID details.
Facebook LinkEnter the contact's Facebook profile link.
Twitter LinkEnter the contact's Twitter profile link.
CurrencyEnter the contact's applicable currency in a three-character format. For example, USD.
DesignationEnter the contact's position in the company.
Address Line 1Enter the contact's billing street address.
Address Line 2Enter the contact's billing street address.
CityEnter the contact's billing city name.
Zip CodeEnter the contact's billing area zip code.
StateEnter the contact's billing state name.
CountryEnter the contact's billing country name.
DescriptionEnter the details of the contact.
TagsEnter the tags related to the contact.

Delete a Contact

Deletes an existing contact.

ConnectionEstablish a connection to your Salesmate account.
Contact IDSelect the Contact ID you want to delete.

Company

Watch Companies

Triggers when a new company is created.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of new companies Integromat should return during one scenario execution cycle.

List Companies

Lists all companies.

ConnectionEstablish a connection to your Salesmate account.
LimitSet the maximum number of companies Integromat should return during one scenario execution cycle.
Sort ByEnter the option to sort the companies. For example, website.
Sort OrderEnter the order in which you want to list the companies. For example, Ascending order.
Custom View IDEnter the Custom View ID of the companies you want to list.

Get a Company

Gets information about a company.

ConnectionEstablish a connection to your Salesmate account.
Company IDSelect the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

ConnectionEstablish a connection to your Salesmate account.
NameEnter the name of the company.
Owner ID Select the Owner ID of the company.
WebsiteEnter the company's website URL address.
Google Plus Profile LinkEnter the company's Google Plus profile link.
LinkedIn Profile LinkEnter the company's LinkedIn profile link.
Phone Number 1Enter the company's phone number.
Phone Number 2Enter the company's alternative phone number.
Skype IDEnter the company's Skype ID details.
Facebook LinkEnter the company's Facebook profile link.
Twitter LinkEnter the company's Twitter profile link
CurrencyEnter the company's applicable currency in a three-character format. For example, USD.
Address Line 1Enter the company's billing street address.
Address Line 2Enter the company's billing street address.
CityEnter the company's billing city name.
Zip CodeEnter the company's billing zip code.
StateEnter the company's billing state name.
CountryEnter the company's billing country name.
DescriptionEnter the details of the company.
TagsEnter the tags related to the company.

Update a Company

Updates an existing company.

ConnectionEstablish a connection to your Salesmate account.
Company IDSelect the Company ID whose details you want to update.
NameEnter the name of the company.
Owner ID Select the Owner ID of the company.
WebsiteEnter the company's website URL address.
Google Plus Profile LinkEnter the company's Google Plus profile link.
LinkedIn Profile LinkEnter the company's LinkedIn profile link.
Phone Number 1Enter the company's phone number.
Phone Number 2Enter the company's alternative phone number.
Skype IDEnter the company's Skype ID details.
Facebook LinkEnter the company's Facebook profile link.
Twitter LinkEnter the company's Twitter profile link
CurrencyEnter the company's applicable currency in a three-character format. For example, USD.
Address Line 1Enter the company's billing street address.
Address Line 2Enter the company's billing street address.
CityEnter the company's billing city name.
Zip CodeEnter the company's billing zip code.
StateEnter the company's billing state name.
CountryEnter the company's billing country name.
DescriptionEnter the details of the company.
TagsEnter the tags related to the company.

Delete a Company

Deletes an existing company.

ConnectionEstablish a connection to your Salesmate account.
Company IDSelect the Company ID you want to delete.

Other

Make an API Call 

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Salesmate account.
URL

Enter a path relative to https://api.salesmate.io/. For example: /v1/users/active

For the list of available endpoints, refer to the Salesmate API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - Get a Company

The following API call returns the specified company details from your Salesmate account:

URL:
v2/companies/{company_id}

Method:
GET

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Matches of the search can be found in the module's Output under BundleBody > Data
In our example, the specified company details were returned:

salesmate2.png

 

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