DexbyStart free

Salesmate

CRM & supportCredentials form

Search and manage contacts, companies, deals, activities and notes in the Salesmate CRM.

Enable SalesmateRead the guide

14 actions

ActionEffectData handledScope
salesmate_search_contactsSearches contacts with filter rules on fields such as contact.email, contact.name or contact.tags, returning the chosen fieldsreadPersonal data
salesmate_get_contactReturns a contact with their details, owner, company and custom fieldsreadPersonal data
salesmate_create_contactCreates a contact with a last name and optional first name, email, phones, title, company, owner and tagswritePersonal data
salesmate_update_contactUpdates the given fields of a contact; fields left out are unchangedwritePersonal data
salesmate_search_companiesSearches companies with filter rules on fields such as company.name or company.website, returning the chosen fieldsreadPersonal data
salesmate_create_companyCreates a company with a name and optional website, phone, owner and descriptionwritePersonal data
salesmate_search_dealsSearches deals with filter rules on fields such as deal.title, deal.status or deal.stage, returning the chosen fieldsreadPersonal data
salesmate_get_dealReturns a deal with its pipeline, stage, status, value, contacts and ownerreadPersonal data
salesmate_create_dealCreates a deal for a primary contact in a pipeline stage with a title and owner, optionally with a company and valuewritePersonal data
salesmate_update_dealUpdates a deal's title, stage, status, value, owner or close datewritePersonal data
salesmate_create_activityCreates an activity such as a call, meeting or task for an owner, optionally linked to a contact or companywritePersonal data
salesmate_add_contact_noteAdds a note to a contactwritePersonal data
salesmate_add_deal_noteAdds a note to a dealwritePersonal data
salesmate_list_usersLists the active users of the Salesmate account, for ownersreadPersonal data