STEP 1
Select Salesmate in workflow
Pick Salesmate app in the workflow builder [4] - just one click to select the app.
Salesmate Integration
Manage contacts, companies, deals, activities, and notes in Salesmate CRM. Keep Salesmate contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch New Contacts fires, automatically continue with Fetch Lookup Field Details or Get Active Users.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Salesmate integration
Triggers can detect changes in Salesmate and run actions that can create, search or modify data inside Salesmate automatically [3] — exactly how you set them.
- Watch New ContactsTriggers when new contacts occur.
- Fetch Lookup Field DetailsRetrieves lookup field details.
- Get Active UsersReturns active users.
- Get ActivityReturns activity.
- Get All NotesReturns all notes.
- Get CompanyReturns company.
- Get ContactReturns contact.
- Get Custom Module RecordReturns custom module record.
- Get DealReturns deal.
- Get Module IDsReturns module ids.
- Get NoteReturns note.
- Get Note AttachmentReturns note attachment.
- Search ActivitiesSearches for activities.
- Search CompaniesSearches for companies.
- Search ContactsSearches for contacts.
- Search Custom Module RecordsSearches for custom module records.
- Search DealsSearches for deals.
- Search ProductsSearches for products.
- Add ActivityCreates activity.
- Add CompanyCreates company.
How to integrate Salesmate in automation workflow?
3 simple steps to make your Salesmate connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Salesmate
When prompted, authorize access to Salesmate in WEXTL once. Salesmate credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Salesmate account. Approve?
STEP 3
Build a workflow
Build your workflow with Salesmate yourself or with WEXTL® AI Builder. Connect Salesmate to any available integrations [5], or use HTTP node to go beyond them.
Salesmate
How Salesmate connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Salesmate app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Salesmate supports.
The following table illustrates what fields Salesmate integration require during authorization flow inside our workflow builder [4].
Connect Salesmate
Link Name*Text
••••••••
Access Token*Text
••••••••
Demonstration of Salesmate connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Link NameRequired | text | Your subdomain only (acme for acme.salesmate.io). Do not include https://. |
Access TokenRequired | password | Access key from Profile → Access Key in Salesmate. |
Connect Salesmate to popular apps on WEXTL
Enter a name of the other app you want to sync with Salesmate below. Click on selected app to explore integration options with Salesmate. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Salesmate integration
Select Watch New Contacts trigger from Salesmate - this will be a starting point in your automation. Whenever event happens in Salesmate, workflow will start [7] from Watch New Contacts node.
Search for Delete Contact, connect it as the next step of integration sequence. You can use filters between Watch New Contacts and Delete Contact, so only important data pass from Watch New Contacts to the next step. WEXTL gives you full control over the process of Salesmate automation. All parts of workflow are visible on the canvas [4].
Salesmate on WEXTL has 47 modules for combining crm automations. Explore Salesmate documentation for more.
Salesmate
Watch New Contacts
Agile CRM
Performs action
OR
Agile CRM
Triggers
Salesmate
Delete Contact
Demonstration of how visual Salesmate automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Salesmate in your workflows.
Salesmate has 1 trigger, including "Watch New Contacts". Triggers are start points of the workflow, and automations may start from them.
Integration has 46 actions, including "Fetch Lookup Field Details", "Get Active Users", and "Get Activity", and more. Refer to our Salesmate Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Salesmate integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Salesmate official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Salesmate provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Salesmate or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Salesmate inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Salesmate modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Salesmate integration.
- Salesmate integration source code, module specs and credentials implementation.
- Internal Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Salesmate vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Salesmate App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation