Pick a template → connect your tools → go live in 2 minutes.
When a HubSpot form submission arrives, an DeskFerry agent enriches the domain with Clearbit and calls Salesmate Create Company to add the account with firmographics.
HubSpot: Form submission received
DeskFerry: Decide the next action
Clearbit: Enrich domain with firmographics
Salesmate: Create company with enriched data
When a Shopify product is created, an DeskFerry agent calls Salesmate Add Product so the item appears on sales deals with the correct price and SKU.
Shopify (OAuth): Product created
DeskFerry: Match & assign
Salesmate: Add product
On a weekly schedule, an DeskFerry agent calls Salesmate Get Active Users and writes license usage with last login into a Google Sheets seat audit tab.
Salesmate: Weekly schedule triggered
DeskFerry: Decide the next action
Salesmate: Get active users
Google Sheets: Write license usage data
An event occurs in Salesmate or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Salesmate and other tools — no manual work required.
Salesmate simplifies workflows, while DeskFerry empowers these tasks with AI Sales Agents.
When a new lead lands in Salesmate, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Route high-value deal movements from Salesmate to a Slack channel the instant they cross a threshold.
Log call summaries and next steps from Zoom or Meet straight into the matching Salesmate contact.
Flag and merge duplicate Salesmate contacts as they appear instead of quarterly cleanup sprints.
Ready-to-use Salesmate actions you can add to your agents instantly.
Custom API calls to Salesmate with full control for advanced use cases.
Sign in to your DeskFerry account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes DeskFerry to access your API using API Key.
Choose "Salesmate" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Salesmate data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
CRM & Unified Customer Platform for Growing Teams. With DeskFerry, 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.
As a crm tool, Salesmate connects with other crm apps like Adversus, Clearbit, Contacts+, Flexie through DeskFerry's integration platform. Build multi-step automations that combine Salesmate with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Salesmate's API. Your agent can watch events and run 6 actions — no glue code.
Things the agent can do
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: \
Tool to create a new company in the salesmate crm. use when you need to register a new organization.
Tool to delete a product by productid. use when you need to remove a product from the catalog after confirming the correct productid.
Tool to retrieve all active users. use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
Tool to retrieve details of a specific company by id. use when you have a company id and need its full record. example: \
Tool to list all modules. use after authentication to retrieve available module ids and names.
Curated for Salesmate's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Salesmate.
