Salesmate integration
CRM & Unified Customer Platform for Growing Teams.
What your agents can do with Salesmate
5 pre-built Salesmate tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Contact
This API is used to update a contact's details.
Add Deal
This API is used to add a deal.
Add Contact
This API is used to add a contact.
Triggers (2)
New Deal
Emit new event when a new deal is created.
New Contact
Emit new event when a new contact is created.
Set up Salesmate in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Salesmate account
In Relevance AI, open Integrations and add Salesmate, then paste your API key. You will find it in your Salesmate account settings.
Use Salesmate in an agent
Create a tool, add a Salesmate tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Salesmate to work in your agents
Connect Salesmate alongside 1,800+ other integrations and let your agents run the busywork.