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 Make, 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.

Note

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

To connect your Salesmate account to Make 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 Make 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 Make 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.

Watch Deals

Triggers when a new deal is created.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of deals Make should return during one scenario execution cycle.

List Deals

List all deals.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of deals Make should return during one scenario execution cycle.

Sort By

Enter the option to sort the deals. For example, deal amount.

Sort Order

Enter the order in which you want to list the deals. For example, Ascending order.

Custom View ID

Enter the Custom View ID of the deal you want to list.

Get a Deal

Finds a deal.

Connection

Establish a connection to your Salesmate account.

Deal ID

Select the Deal ID whose details you want to retrieve.

Create a Deal

Creates a deal.

Connection

Establish a connection to your Salesmate account.

Title

Enter a name for the deal.

Primary Contact

Select the primary contact for the deal.

Owner ID

Select the Owner ID of the contact.

Pipeline

Select the applicable pipeline of the deal. For example, Sale.

Status

Select the status of the deal:

  • Open

  • Won

  • Lost

Stage

Select the deal stage:

  • New (Untouched)

  • Contacted

  • Proposal Presented

  • In Negotiation

Currency

Enter a three-character currency code. For example, USD.

Priority

Select the priority of the deal:

  • High

  • Low

  • Medium

Source

Select the source from where you received the deal:

  • Ads

  • Referrals

  • Website

  • Woad of mouth

Primary Company

Select the primary company associated with the deal.

Estimated Close Date

Enter the date by when the deal is expected to close.

Deal Value

Enter the amount expected from the deal.

Description

Enter the details of the deal.

Tags

Enter 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.

Connection

Establish a connection to your Salesmate account.

Deal ID

Select the Deal ID whose details you want to update.

Title

Enter a name for the deal.

Primary Contact

Select the primary contact for the deal.

Owner ID

Select the Owner ID of the contact.

Pipeline

Select the applicable pipeline of the deal. For example, Sale.

Status

Select the status of the deal:

  • Open

  • Won

  • Lost

Stage

Select the deal stage:

  • New (Untouched)

  • Contacted

  • Proposal Presented

  • In Negotiation

Currency

Enter a three-character currency code. For example, USD.

Priority

Select the priority of the deal:

  • High

  • Low

  • Medium

Source

Select the source from where you received the deal:

  • Ads

  • Referrals

  • Website

  • Woad of mouth

Primary Company

Select the primary company associated with the deal.

Estimated Close Date

Enter the date by when the deal is expected to close.

Deal Value

Enter the amount expected from the deal.

Description

Enter the details of the deal.

Tags

Enter 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.

Delete a Deal

Deletes an existing deal.

Connection

Establish a connection to your Salesmate account.

Deal ID

Select the Deal ID you want to delete.

Watch Activities

Triggers when a new activity is created.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of activities Make should return during one scenario execution cycle.

List Activities

Lists all completed or not completed activities.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of activities Make should return during one scenario execution cycle.

Sort By

Enter the option to sort the activities. For example, Meeting.

Sort Order

Enter the order in which you want to list the activities. For example, Ascending order.

Custom View ID

Enter the Custom View ID of the activities you want to list.

Get an Activity

Finds an activity.

Connection

Establish a connection to your Salesmate account.

Activity ID

Select the Activity ID whose details you want to retrieve.

Create an Activity

Creates a new activity.

Connection

Establish a connection to your Salesmate account.

Title

Enter a name for the activity.

Owner ID

Select the Owner ID who owns the activity.

Type

Select the activity type:

  • Call

  • Meeting

  • Task

  • Demo

Description

Enter the details of the activity.

Tags

Enter a comma-separated list of tags for the activity.

Due Date

Enter the date by when the activity must be completed.

Duration

Enter 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 Invite

Select whether activity includes an activity invite:

  • Yes

  • No

  • Not defined

Completed

Select whether the activity is completed:

  • Yes

  • No

  • Not defined

Update an Activity

Updates an existing activity.

Connection

Establish a connection to your Salesmate account.

Activity ID

Select the Activity ID whose details you want to update.

Title

Enter a name for the activity.

Owner ID

Select the Owner ID who owns the activity.

Type

Select the activity type:

  • Call

  • Meeting

  • Task

  • Demo

Description

Enter the details of the activity.

Tags

Enter a comma-separated list of tags for the activity.

Due Date

Enter the date by when the activity must be completed.

Duration

Enter 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 Invite

Select whether activity includes an activity invite:

  • Yes

  • No

  • Not defined

Completed

Select whether the activity is completed:

  • Yes

  • No

  • Not defined

Delete an Activity

Deletes an existing activity.

Connection

Establish a connection to your Salesmate account.

Activity ID

Select the Activity ID you want to delete.

Watch Contacts

Triggers when a new contact is created.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

List Contacts

Lists all contacts.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Sort By

Enter the option to sort the activities. For example, first name.

Sort Order

Enter the order in which you want to list the activities. For example, Ascending order.

Custom View ID

Enter the Custom View ID of the activities you want to list.

Get a Contact

Finds contact.

Connection

Establish a connection to your Salesmate account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Salesmate account.

Last Name

Enter the last name of the contact.

Owner ID

Select the Owner ID of the contact.

First Name

Enter the first name of the contact.

Mobile

Enter the mobile number of the contact.

Company ID

Select the Company ID to which the contact belongs to.

Email

Enter the email address of the contact.

Website

Enter the website related to the contact.

Google Plus Profile Link

Enter the contact's Google Plus link.

LinkedIn Profile Link

Enter the contact's LinkedIn profile link.

Phone number 1

Enter the contact's primary phone number.

Phone number 2

Enter the contact's other alternative phone number.

Skype ID

Enter the contact's Skype ID details.

Facebook Link

Enter the contact's Facebook profile link.

Twitter Link

Enter the contact's Twitter profile link.

Currency

Enter the contact's applicable currency in a three-character format. For example, USD.

Designation

Enter the contact's position in the company.

Address Line 1

Enter the contact's billing street address.

Address Line 2

Enter the contact's billing street address.

City

Enter the contact's billing city name.

Zip Code

Enter the contact's billing area zip code.

State

Enter the contact's billing state name.

Country

Enter the contact's billing country name.

Description

Enter the details of the contact.

Tags

Enter the tags related to the contact.

Update a Contact

Updates an existing contact.

Connection

Establish a connection to your Salesmate account.

Contact ID

Select the Contact ID whose details you want to update.

Last Name

Enter the last name of the contact.

Owner ID

Select the Owner ID of the contact.

First Name

Enter the first name of the contact.

Mobile

Enter the mobile number of the contact.

Company ID

Select the Company ID to which the contact belongs to.

Email

Enter the email address of the contact.

Website

Enter the website related to the contact.

Google Plus Profile Link

Enter the contact's Google Plus link.

LinkedIn Profile Link

Enter the contact's LinkedIn profile link.

Phone number 1

Enter the contact's primary phone number.

Phone number 2

Enter the contact's other alternative phone number.

Skype ID

Enter the contact's Skype ID details.

Facebook Link

Enter the contact's Facebook profile link.

Twitter Link

Enter the contact's Twitter profile link.

Currency

Enter the contact's applicable currency in a three-character format. For example, USD.

Designation

Enter the contact's position in the company.

Address Line 1

Enter the contact's billing street address.

Address Line 2

Enter the contact's billing street address.

City

Enter the contact's billing city name.

Zip Code

Enter the contact's billing area zip code.

State

Enter the contact's billing state name.

Country

Enter the contact's billing country name.

Description

Enter the details of the contact.

Tags

Enter the tags related to the contact.

Delete a Contact

Deletes an existing contact.

Connection

Establish a connection to your Salesmate account.

Contact ID

Select the Contact ID you want to delete.

Watch Companies

Triggers when a new company is created.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of new companies Make should return during one scenario execution cycle.

List Companies

Lists all companies.

Connection

Establish a connection to your Salesmate account.

Limit

Set the maximum number of companies Make should return during one scenario execution cycle.

Sort By

Enter the option to sort the companies. For example, website.

Sort Order

Enter the order in which you want to list the companies. For example, Ascending order.

Custom View ID

Enter the Custom View ID of the companies you want to list.

Get a Company

Gets information about a company.

Connection

Establish a connection to your Salesmate account.

Company ID

Select the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Connection

Establish a connection to your Salesmate account.

Name

Enter the name of the company.

Owner ID

Select the Owner ID of the company.

Website

Enter the company's website URL address.

Google Plus Profile Link

Enter the company's Google Plus profile link.

LinkedIn Profile Link

Enter the company's LinkedIn profile link.

Phone Number 1

Enter the company's phone number.

Phone Number 2

Enter the company's alternative phone number.

Skype ID

Enter the company's Skype ID details.

Facebook Link

Enter the company's Facebook profile link.

Twitter Link

Enter the company's Twitter profile link

Currency

Enter the company's applicable currency in a three-character format. For example, USD.

Address Line 1

Enter the company's billing street address.

Address Line 2

Enter the company's billing street address.

City

Enter the company's billing city name.

Zip Code

Enter the company's billing zip code.

State

Enter the company's billing state name.

Country

Enter the company's billing country name.

Description

Enter the details of the company.

Tags

Enter the tags related to the company.

Update a Company

Updates an existing company.

Connection

Establish a connection to your Salesmate account.

Company ID

Select the Company ID whose details you want to update.

Name

Enter the name of the company.

Owner ID

Select the Owner ID of the company.

Website

Enter the company's website URL address.

Google Plus Profile Link

Enter the company's Google Plus profile link.

LinkedIn Profile Link

Enter the company's LinkedIn profile link.

Phone Number 1

Enter the company's phone number.

Phone Number 2

Enter the company's alternative phone number.

Skype ID

Enter the company's Skype ID details.

Facebook Link

Enter the company's Facebook profile link.

Twitter Link

Enter the company's Twitter profile link

Currency

Enter the company's applicable currency in a three-character format. For example, USD.

Address Line 1

Enter the company's billing street address.

Address Line 2

Enter the company's billing street address.

City

Enter the company's billing city name.

Zip Code

Enter the company's billing zip code.

State

Enter the company's billing state name.

Country

Enter the company's billing country name.

Description

Enter the details of the company.

Tags

Enter the tags related to the company.

Delete a Company

Deletes an existing company.

Connection

Establish a connection to your Salesmate account.

Company ID

Select the Company ID you want to delete.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Salesmate account.

URL

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

Note

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.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter 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 Bundle > Body > Data. In our example, the specified company details were returned:

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