Salesmate Integration

Connect Salesmate to Arahi's no-code AI Sales Agents and automate workflows in minutes.

About the Salesmate integration

CRM & Unified Customer Platform for Growing Teams. With Arahi AI, you can connect Salesmate to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.

Category
CRM
Authentication
keys

Salesmate automation use cases

Lead enrichment at ingest
When a new lead lands in Salesmate, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Deal-stage alerts to Slack
Route high-value deal movements from Salesmate to a Slack channel the instant they cross a threshold.
Meeting notes → Salesmate contact record
Log call summaries and next steps from Zoom or Meet straight into the matching Salesmate contact.
Duplicate contact deduping
Flag and merge duplicate Salesmate contacts as they appear instead of quarterly cleanup sprints.

Salesmate workflow examples

Create Salesmate Companies From Clearbit Enrichment

When a HubSpot form submission arrives, an Arahi agent enriches the domain with Clearbit and calls Salesmate Create Company to add the account with firmographics.

HubSpot form submit -> Arahi agent -> Salesmate Create Company

Sync Shopify Orders To Salesmate Products

When a Shopify product is created, an Arahi agent calls Salesmate Add Product so the item appears on sales deals with the correct price and SKU.

Shopify product created -> Arahi agent -> Salesmate Add Product

Audit Salesmate Active Users Into Google Sheets

On a weekly schedule, an Arahi agent calls Salesmate Get Active Users and writes license usage with last login into a Google Sheets seat audit tab.

Weekly schedule -> Arahi agent -> Salesmate Get Active Users exported

Salesmate actions

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 modules. use after authentication to retrieve available module ids and names.

Apps teams connect with Salesmate

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