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Salesmate

CRM platform for contacts, companies, deals, activities, emails, texts, and sales pipelines.

Covers CRM activity around contacts, companies, deals, activities, emails, texts, and sales pipeline updates.

Sign in to connect Salesmate

Sign in to connect an account and start using Salesmate in your apps.

Example Use Cases

These are example ways Snow can use Salesmate when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

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.