Connect Salesmate to your AI agent

CRM 6 actions available

Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.

We set up the connection using your own Salesmate account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Salesmate

Each one is a real action the agent can take on its own, the same things a person clicking around Salesmate could do. Read-only by default; write actions are confirmed against your policy.

  • Add Product Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."
  • Create Company Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
  • Delete Product Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
  • Get Active Users Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
  • Get Company Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".
  • List Modules Tool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Salesmate, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Salesmate questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Salesmate's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Salesmate to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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