Salesmate

Connect AI agents to Salesmate CRM. Agents create and update contacts, companies, and deals, advance deals through pipeline stages, and log activities from your flows.

17 actions available

A new email arrives from a prospect

Agent reads the sender's name, company, and message

Agent runs List Contacts to see if the prospect exists

Agent creates the contact and opens a new deal

Sales channel gets a message about the new opportunity

A deal marked won above a threshold routes to a manager to confirm

What This Integration Enables

An agent can sync leads captured elsewhere into Salesmate as contacts, companies, and deals, and keep those records current by updating them from downstream systems. It advances deals through pipeline stages, marks them won or lost as workflows progress, and logs follow-up tasks, calls, meetings, and emails as activities. Search and paging through records feeds reporting and enrichment steps. Salesmate does not emit its own events in this integration, so flows start from the systems feeding it: an inbox, a form, or a scheduled import. The agent is the bridge that turns those signals into clean CRM records and current deals, which is the manual upkeep a sales team would otherwise absorb between selling.

Without FlowRunner

Prospects entered by hand A rep transcribes inbound emails into the CRM

Deals advance late Stages and Won/Lost marks update when someone gets to it

Activities logged unevenly Calls, meetings, and tasks get recorded inconsistently

With FlowRunner

Prospects captured on arrival The agent creates the contact and deal from the inbound signal

Deals reflect reality The agent advances stages and marks outcomes as work happens

Activities logged by rule Follow-up tasks and touches attach to records automatically

Use Case Scenarios

Inbound Email Opens a Deal

A [Gmail](/integrations/gmail-service) trigger fires on a new email from a prospect. The agent calls Create Contact to add them to Salesmate and Create Deal to open a new opportunity, so the pipeline reflects the interest the moment it arrives rather than after a rep gets to their inbox.

Announce a Win

After Update Deal marks a deal won, the agent posts to the sales channel through [Slack](/integrations/slack) with the deal title and value. The team sees the result immediately, and the number is captured where it counts.

Import Leads in Bulk

A flow reads a list of imported leads with [Google Sheets](/integrations/google-sheets) Get Rows, then calls Create Company and Create Contact for each row to sync them into the CRM. When a bulk import would mark deals won above a threshold, the agent pauses and asks a manager to confirm before the outcomes are recorded.

Human-in-Loop Highlight

Marking a deal won is a small action with large downstream effects: it feeds the forecast, triggers commission, and starts onboarding. On deals above a value you set, that mark deserves a human. When the agent is about to run Update Deal to close a large opportunity, it treats the step as a [human-in-the-loop](/concepts/human-in-the-loop/) moment: it pauses, presents the deal, its value, and the account, and routes a confirmation to a sales manager through Slack or email. The manager confirms, and the agent records the win and announces it. The manager holds, and the deal stays open. Routine updates run untouched; the ones that move the forecast get a decision.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

17 actions

Contacts

Create Contact Creates a new contact in Salesmate. Provide at least a name or email. Owner and other users are referenced by numeric user id (use Get Users to look them up). Returns the created contact record including its generated id.
Get Contact Retrieves a single contact by its numeric id, including standard and custom fields. Returns an error if no contact matches the id.
List Contacts Lists and searches contacts using Salesmate's paged query endpoint. Pass an optional free-text query, choose which fields to return, sort, and page through results. Returns the matching contacts and total row count.
Update Contact Updates an existing contact identified by its numeric id. Only the fields you provide are changed. Returns the updated contact record.
Delete Contact Permanently deletes a contact by its numeric id. This action cannot be undone.

Companies

Create Company Creates a new company in Salesmate. Provide at least a name. Owner is referenced by numeric user id. Returns the created company record including its generated id.
Get Company Retrieves a single company by its numeric id, including standard and custom fields. Returns an error if no company matches the id.
List Companies Lists and searches companies using Salesmate's paged query endpoint. Pass an optional free-text query, choose which fields to return, sort, and page through results. Returns the matching companies and total row count.
Update Company Updates an existing company identified by its numeric id. Only the fields you provide are changed. Returns the updated company record.
Delete Company Permanently deletes a company by its numeric id. This action cannot be undone.

Deals

Create Deal Creates a new deal in Salesmate. Provide a title and typically a pipeline and stage (use Get Pipelines and Get Stages to look them up). Primary contact/company and owner are referenced by numeric id. Returns the created deal including its generated id.
Get Deal Retrieves a single deal by its numeric id, including standard and custom fields. Returns an error if no deal matches the id.
List Deals Lists and searches deals using Salesmate's paged query endpoint. Pass an optional free-text query, choose which fields to return, sort, and page through results. Returns the matching deals and total row count.
Update Deal Updates an existing deal identified by its numeric id. Only the fields you provide are changed. Use the write status to mark a deal open, won, or lost. Returns the updated deal record.
Delete Deal Permanently deletes a deal by its numeric id. This action cannot be undone.

Activities

Create Activity Creates a new activity (task, call, meeting, or email) in Salesmate. Provide a title and type; optionally a due date and owner. Returns the created activity including its generated id.
List Activities Lists and searches activities using Salesmate's paged query endpoint. Pass an optional free-text query, choose which fields to return, sort, and page through results. Returns the matching activities and total row count.

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