Salesmate for your voice agent

Salesmate is an AI-powered CRM that helps businesses organize leads, close deals, and streamline sales workflows. It's designed to boost productivity and deliver seamless customer engagement through a unified, intuitive platform.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Salesmate and paste it on a secure page in Connected apps.
What it reads
12 actions, such as get Active Users, get Activity and get Activity Timeline.
What it changes
7 actions, such as add Product, create Activity and create Company.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 19. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Salesmate actions

Reads 12

  • Get Active Users
  • Get Activity
  • Get Activity Timeline
  • Get Company
  • Get Contact
  • Get Deal
  • List Modules
  • List Record Notes
  • Search Activities
  • Search Companies
  • Search Contacts
  • Search Deals

Changes 5

  • Add Product
  • Create Activity
  • Create Company
  • Create Contact
  • Update Contact

Deletes 2

  • Delete Activity
  • Delete Product

Salesmate setup

  1. Pasting a Salesmate API key

    Create an API key in Salesmate, choose Salesmate in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 19 actions the agent may use. Start with lookups and add the ones that change Salesmate when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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