Salesmate Integration — Automate Salesmate with AI on Beauto
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.
Category: crm, customer support · 6 actions available
What you can automate with Salesmate
Beauto connects Salesmate with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Salesmate events, enrich Salesmate data with AI, or sync Salesmate with the rest of your stack — without writing code.
- Sync Salesmate data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Salesmate events and route the output anywhere
- Schedule recurring Salesmate tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Salesmate actions Beauto supports
- 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: \
- 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: \
- 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.