# Salesmate

Salesmate (opens new window) is a cloud-based CRM solution that caters to small and midsize businesses across various industries. Key features include contact management, sales pipeline management, email marketing and internal chat and phone integration.

🔑 Credentials

You can find authentication information for this node here.

# Basic Operations

Activity
  • Create an activity
  • Delete an activity
  • Get an activity
  • Get all activities
  • Update an activity
Company
  • Create a company
  • Delete a company
  • Get a company
  • Get all companies
  • Update a company
Deal
  • Create a deal
  • Delete a deal
  • Get a deal
  • Get all deals
  • Update a deal

# Example Usage

This workflow allows you to create a company in Salesmate. You can also find the workflow (opens new window) on the website. This example usage workflow would use the following two nodes.

The final workflow should look like the following image.

A workflow with the Salesmate node

# 1. Start node

The start node exists by default when you create a new workflow.

# 2. Salesmate node

  1. First of all, you'll have to enter credentials for the Salesmate node. You can find out how to do that here.
  2. Select the 'Company' option from the Resource dropdown list.
  3. Enter the name of the company in the Name field.
  4. Select the owner from the Owner dropdown list.
  5. Click on Execute Node to run the workflow.