Resources · Make integration

Salesmate Make integrationAutomate Salesmate with Make.

Tired of copying deals and contacts into Salesmate by hand? The Salesmate Make integration gives you 25 modules to create, update and watch CRM records. This page shows how to link your account, build a first scenario and pick the right module.

Try the Salesmate integration on MakeSee the 25 modules

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What you can automate

What can the Salesmate Make integration do for your pipeline?

The Salesmate Make integration links your Salesmate CRM to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger, an action or a search. Companies, contacts, deals and activities can then be read, created, changed or removed without you touching the CRM.

No deal left without a next step. Watch Deals spots each new opportunity and Create an Activity books the follow-up for the rep, so a fresh deal never sits in the pipeline with nothing scheduled.

Clean records from outside tools. When a lead lands in a form or a spreadsheet, Get a Contact checks whether the person already exists, then Update a Contact or Create a Contact does the right thing. If your lead list lives in a base, the Airtable Make integration page covers the other side of that flow.

New accounts shared with the team. Watch Companies picks up every company added in Salesmate and can pass it on to whatever tool your finance or support people use.

Know the limits before you start. All 4 triggers are scheduled: Make checks Salesmate on the scenario's clock instead of being called the instant something happens. The Salesmate documentation lists no module-level limit, and for anything the 25 modules skip, Make an API Call reaches the rest of the Salesmate API.

Salesmate also has a node in n8n. The Salesmate n8n integration page describes it, and n8n vs Make lays out how the two tools differ.

Connect

How do you connect your Salesmate account to Make?

  1. 01

    Collect your keys in Salesmate

    In Salesmate, click the profile icon in the upper right corner, open My Account, then go to Access Key. Copy the API key, the API token and the Session Token shown there. Keep the tab open, you will paste them in a moment.

  2. 02

    Add a Salesmate module in Make

    In your scenario, add any Salesmate module and click Create a connection. A connection is your Salesmate account linked to Make once, then reused by every Salesmate module. The Connection name field is optional, but a clear name helps when you manage several accounts.

  3. 03

    Paste the credentials and save

    Enter the credentials you copied from Salesmate, or follow the on-screen instructions, and confirm. From then on, Make can list what it reads in Salesmate right inside the module fields.

First scenario

Your first scenario: a follow-up activity for every new deal

GoalWhen a new deal is created in Salesmate, Make adds an activity so the owner knows the next move.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big + to add the first module. Search for Salesmate and pick Watch Deals.

  2. 02

    Link your account

    Click Create a connection and paste the keys from your Salesmate Access Key screen. Once saved, the same connection shows up in every other Salesmate module you add.

  3. 03

    Add the activity

    Click the + on the right of Watch Deals and choose Create an Activity. Map the deal data you want the rep to see from the previous module into the activity, so each one points to the right opportunity.

  4. 04

    Test with Run once

    Create a test deal in Salesmate, then click Run once. Open the bubble above each module to read the bundle it received, meaning the single deal that went through, and check the new activity in Salesmate.

  5. 05

    Set the schedule and switch it on

    Open the clock on Watch Deals. A new scenario runs every 15 minutes by default, which is also the shortest gap on the Free plan. Keep it or change it, then switch the scenario on.

Triggers

What can start a Salesmate scenario?

4 modules start a scenario when something happens in Salesmate. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Salesmate as soon as it happens.

Salesmate1Watch Activities

Watch Activities

Scheduled trigger

In Make“Triggers when a new activity is created.”

Watch Activities hands your scenario every activity that appears in Salesmate, whether a rep logged a call or another automation booked a task. Each one arrives as its own bundle, ready for the next module.

How it fires
scheduled. Make checks Salesmate on the scenario's schedule, so an activity waits until the next check before anything happens.
When to use it
you want a manager, a shared calendar or a reporting sheet to hear about new calls and meetings without anyone copying them over.
Watch out
if you also create activities from Make, do not pipe them back into this trigger, or the scenario starts feeding itself.
Salesmate2Watch Companies

Watch Companies

Scheduled trigger

In Make“Triggers when a new company is created.”

Watch Companies picks up each company newly added to Salesmate and passes its details down the scenario. Think of it as the doorbell for fresh accounts in your CRM.

How it fires
scheduled. Make asks Salesmate for new companies at the rhythm set on the scenario clock, 15 minutes by default.
When to use it
a new account should also exist in your invoicing tool or a shared folder should be created for it, and nobody should have to remember.
Watch out
on the Free plan only 2 scenarios can be active at once, so pick the company flow that matters most before building several.
Salesmate3Watch Contacts

Watch Contacts

Scheduled trigger

In Make“Triggers when a new contact is created.”

Watch Contacts sends each person newly created in Salesmate into your scenario, one bundle per contact. It is the natural starting point for anything that should happen once someone enters your CRM.

How it fires
scheduled. Make polls Salesmate on the scenario's schedule instead of being called by Salesmate.
When to use it
a new contact should land in your email tool, get a welcome message, or be added to a list the marketing side works from.
Watch out
every contact found counts as operations for each module it passes through, so a large import can use up your monthly credits quickly.
Salesmate4Watch Deals

Watch Deals

Scheduled trigger

In Make“Triggers when a new deal is created.”

Watch Deals delivers each opportunity newly created in Salesmate to your scenario. It starts the follow-up scenario described above.

How it fires
scheduled. Make looks for new deals each time the scenario runs on its clock; on paid plans the gap can drop to 1 minute.
When to use it
a new deal should create a task, ping the sales channel or prepare a quote in another app.
Watch out
test it with Run once right after creating a sample deal, so you can see exactly what data the bundle carries before mapping anything.
Modules

What can Make do inside Salesmate?

Salesmate gives you 21 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Salesmate1

Create a Company

Action

In Make“Creates a new company.”

Create a Company adds a new account record to Salesmate using data from earlier modules, so the organization exists in your CRM before any deal or contact is tied to it.

When to use it
a signed order or a partner application arrives in another tool and the business behind it is not yet in Salesmate.
Watch out
it always creates. Run List Companies or Get a Company first if the account might already be there.
Salesmate2

Create a Contact

Action

In Make“Creates a new contact.”

Create a Contact turns a lead captured elsewhere into a person record in Salesmate. Webinar sign-ups, chat conversations or form entries stop living in separate tools and start showing up in the CRM.

When to use it
as the last module after a form or landing page trigger from another app.
Watch out
place Get a Contact in front and branch on its result, otherwise returning leads end up as duplicates.
Salesmate3

Create a Deal

Action

In Make“Creates a new deal.”

Create a Deal opens a new opportunity in your Salesmate pipeline from a signal outside the CRM. The rep sees the deal appear without anyone re-typing the request.

When to use it
a quote request, a demo booking or a trial sign-up in another app should become pipeline right away.
Watch out
if Watch Deals starts another scenario, that one fires on these new deals too. Check that the two flows do not trigger each other in a loop.
Salesmate4

Create an Activity

Action

In Make“Creates a new activity.”

Create an Activity puts a call, task or meeting into Salesmate for a rep to act on. It is how an automation turns an event into a clear next step inside the CRM.

When to use it
after a new deal, a support escalation or a signed document, so nobody forgets the follow-up.
Watch out
map the related deal or contact data from the previous module, or the activity lands with no context for the person who opens it.
Salesmate5

Delete a Company

Action

In Make“Deletes the selected company.”

Delete a Company removes the selected account from Salesmate for good. It fits cleanup flows where a record must disappear because another system says so.

When to use it
an account flagged as a duplicate or test entry in your source of truth should be cleared from the CRM too.
Watch out
a delete cannot be undone from Make. Add a filter before it and test on a dummy company with Run once.
Salesmate6

Delete a Contact

Action

In Make“Deletes the selected contact.”

Delete a Contact erases one person record from Salesmate. It helps when a removal request or a merge in another tool has to be reflected in the CRM without manual clicks.

When to use it
someone asks to be forgotten and that request is logged in a form or a ticketing app.
Watch out
a deletion cannot be reversed from Make, so double-check which contact ID you map before switching the scenario on.
Salesmate7

Delete a Deal

Action

In Make“Deletes the selected deal.”

Delete a Deal takes an opportunity out of Salesmate completely. Use it sparingly: a deleted deal no longer shows up anywhere in your pipeline.

When to use it
deals created by mistake, for example test runs from your own scenarios, need to be wiped.
Watch out
a delete cannot be undone from Make. If the deal only needs changing, Update a Deal keeps the record.
Salesmate8

Delete an Activity

Action

In Make“Deletes the selected activity.”

Delete an Activity removes a task, call or meeting from Salesmate. It keeps rep calendars honest when the event behind an activity no longer exists.

When to use it
a meeting booked from another tool gets cancelled there, and the matching Salesmate activity should vanish as well.
Watch out
you need the exact activity to target, so find it first with Get an Activity or List Activities, then map its ID here.
Salesmate9

Get a Company

Action

In Make“Returns information about the selected company.”

Get a Company returns the full record of one selected account, so later modules can use its details. It reads, it never changes anything.

When to use it
a deal or contact tells you which company is involved, and the next step needs more about that account than the trigger delivered.
Watch out
it targets one company. To go through many accounts, List Companies is the better fit.
Salesmate10

Get a Contact

Action

In Make“Finds a Contact.”

Get a Contact looks up a person in Salesmate and hands back what it finds. It is the check that stops duplicates before you create anything.

When to use it
a lead arrives from a form and you need to know whether that person is already in the CRM, then route to Update a Contact or Create a Contact.
Watch out
add a filter or router after it, so the scenario behaves differently when nothing is found.
Salesmate11

Get a Deal

Action

In Make“Finds a deal.”

Get a Deal finds an opportunity in Salesmate and returns its data for the rest of the scenario. Use it when an outside event mentions a deal and you need the current state before acting.

When to use it
a payment or a signature in another app should update the right deal, and you must locate that deal first.
Watch out
run it with Run once and read the output bubble to confirm the deal found is the one you expected.
Salesmate12

Get an Activity

Action

In Make“Finds an activity.”

Get an Activity finds one task, call or meeting in Salesmate and passes its details on. It is the lookup step before you edit or remove an activity from outside the CRM.

When to use it
a calendar change elsewhere needs to reach the matching Salesmate activity through Update an Activity or Delete an Activity.
Watch out
if the lookup comes back empty, later modules have nothing to work on, so plan that branch.
Salesmate13

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API Call sends your own request to the Salesmate API, reusing the connection you already set up. It covers whatever the dedicated Salesmate modules leave out.

When to use it
you need a Salesmate object or action with no dedicated module, and the Salesmate API offers it.
Watch out
this module expects you to read the Salesmate API reference and write the request yourself. It is the one spot on this page where a little technical comfort helps.
Salesmate14

Update a Company

Action

In Make“Updates an existing company.”

Update a Company changes an existing account record in Salesmate with fresh data from another module. The CRM stays in line with what your billing or support tools know.

When to use it
a customer changes address or plan in your invoicing app, and Salesmate should reflect it without a rep editing the card.
Watch out
it needs the company to exist. Pair it with Get a Company or List Companies to target the right one.
Salesmate15

Update a Contact

Action

In Make“Updates an existing contact.”

Update a Contact rewrites details on a person already in Salesmate. It is the other half of the duplicate check: when Get a Contact finds someone, this module refreshes their record instead of creating a twin.

When to use it
a returning lead fills in a new form with a different phone number or job title.
Watch out
it changes one existing contact, so map the contact found by Get a Contact rather than guessing which one.
Salesmate16

Update a Deal

Action

In Make“Updates an existing deal.”

Update a Deal moves an existing opportunity forward in Salesmate based on what happens elsewhere. The pipeline reflects reality without waiting for the rep to remember.

When to use it
a contract is signed or a payment clears in another app, and the matching deal should change right after.
Watch out
it acts on one existing deal, so find it with Get a Deal first and map its ID, instead of guessing which record to change.
Salesmate17

Update an Activity

Action

In Make“Updates an existing activity.”

Update an Activity edits a task, call or meeting already in Salesmate. When plans change outside the CRM, the activity follows instead of showing stale information.

When to use it
a customer reschedules through a booking tool and the Salesmate meeting should carry the new details.
Watch out
combine it with Get an Activity so the scenario edits the exact activity, not the first one that looks similar.
Salesmate18

List Activities

Search

In Make“Lists all completed or not completed activities.”

List Activities returns activities from Salesmate, completed or still open, as a series of bundles. Each one then flows through the rest of the scenario separately.

When to use it
you want a digest of open tasks for a manager, or a copy of finished calls in a reporting sheet.
Watch out
every activity returned runs through each following module, and each run counts as an operation. Filter early to keep usage down.
Salesmate19

List Companies

Search

In Make“Lists all companies.”

List Companies pulls your Salesmate accounts out as separate bundles, one per company. It suits bulk work where a single lookup is not enough.

When to use it
syncing the whole account base to another tool, or checking many companies against a list kept elsewhere.
Watch out
a search module can return zero, one or many results. Add an aggregator after it if the next app expects one combined file.
Salesmate20

List Contacts

Search

In Make“Lists all contacts.”

List Contacts returns people from Salesmate as a stream of bundles, ready to be pushed to a mailing tool, a sheet or a data check.

When to use it
building or refreshing an audience in your email platform from the contacts your sales team keeps in the CRM.
Watch out
a big contact base means many operations on every run. Start with a filter and test on a small sample first.
Salesmate21

List Deals

Search

In Make“Lists all deals.”

List Deals brings back opportunities from your Salesmate pipeline, each as its own bundle. It feeds pipeline reviews, dashboards or exports that need more than one deal at a time.

When to use it
you want the pipeline copied into a spreadsheet for a forecast meeting, or scanned for deals that need attention.
Watch out
each deal returned is a separate bundle, so put an aggregator after it when the next app wants a single table or file.
Need help

Need help automating Salesmate with Make?

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FAQ

Salesmate and Make: common questions

01Is the Salesmate Make integration free?
Yes, on the Make side. Salesmate is a standard app, so its modules work from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans raise the limits and bill usage in credits, meaning operations, each month. You still need an active Salesmate account, which follows Salesmate's own pricing.
02What do you need to connect Salesmate to Make?
An active Salesmate account and its access keys. In Salesmate, click the profile icon in the upper right corner, open your account page, go to the Access Key screen, and copy the API key, API token and Session Token shown there. In Make, add any Salesmate module, click Create a connection, give it a name if you like, and paste the credentials. The connection is then reused by every Salesmate module in your scenarios, so you only do this once per account.
03Do Salesmate triggers in Make fire in real time?
No. All 4 Salesmate triggers are scheduled: Make checks Salesmate for new activities, companies, contacts or deals on the scenario's clock. A new scenario checks every 15 minutes by default, and 15 minutes is also the shortest gap on the Free plan. Paid plans can go down to 1 minute. Salesmate offers no instant trigger in Make, so a small delay between the event and the scenario is normal. Plan your flows with that gap in mind.
04What if a Salesmate module you need is missing in Make?
Use Make an API Call. It sends any request the Salesmate API supports, with the same connection as the other modules, so you are not stuck with the 17 actions and 4 searches on offer. You will need the Salesmate API reference to build the request. The Make documentation for Salesmate lists no specific module limit, and it notes that its content is AI generated, so verify important details with Salesmate.
05Should you use Make or n8n for Salesmate?
It depends on the tool your team already works in. Make offers 25 Salesmate modules, including 4 scheduled triggers and a Make an API Call module for anything else, and a visual editor where you test with Run once. Salesmate also has an n8n node, described on its own page on this site. Compare the modules each tool provides against the scenario you have in mind, then pick the one that covers it.
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