01
Enrich every new lead
- Webhook on lead create
- Persona enriches with public sources
- Writes back firmographic and technographic data
Salesmate
6 tools available
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.
Connect Salesmate to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Salesmate's 6 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.
Common workflows with Salesmate
02
Auto-route hot deals
- Score new opportunities by intent
- Match to the closer with the right ICP
- Notify both in Slack
03
Stall detection
- Find deals with no activity in 14 days
- Draft a re-engagement message per persona
- Queue for sales rep approval
Salesmate actions 6
Every Salesmate action below is a callable tool any Definable persona can invoke.
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: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."
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: "Get company 42".
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.
Acculynx
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
Aeroleads
AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects.
Affinity
Affinity helps private capital investors to find, manage, and close more deals
AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Agiled
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Frequently asked questions
What can I automate with Salesmate on Definable?
Anything Salesmate exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 6 Salesmate tools directly, then chain the result into another integration without you writing code.
How does Salesmate authentication work?
Salesmate uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Salesmate integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 6 Salesmate tools. You only need a separate Salesmate subscription if Salesmate itself charges per seat or per API call.
Is using Salesmate through Definable secure?
Every call from a persona to Salesmate is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Salesmate on Definable?
Sign up for Definable, open the integrations page, find Salesmate, and connect via OAuth or API key. You can immediately attach Salesmate to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Salesmate actions does Definable expose?
Definable exposes all 6 Salesmate actions as callable tools — including `Add Product`, `Create Company`, `Delete Product`, plus 3 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Salesmate?
Wire it up in minutes. No coding required.