Salesmate

crm 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 Visit Salesmate

About this integration

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.

Connect Salesmate to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 6 exposed

Plans All, incl. Free

Data Never trained on

Salesmate · in workflows

What teams actually run.

Three patterns teams run with Salesmate on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

6 tools available

The Salesmate toolbox.

Every Salesmate capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Salesmate tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Salesmate task end-to-end — plan it, execute across the API, and hand back a verified result.

salesmate.add_product Tool to add a new product. Use when you need to create a new product in Salesmate before r

salesmate.create_company Tool to create a new company in the Salesmate CRM. Use when you need to register a new org

salesmate.delete_product Tool to delete a product by ProductId. Use when you need to remove a product from the cata · verified

done

Done. Salesmate responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Salesmate

Questions, answered.

What teams ask before connecting Salesmate.

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.