Salesmate connects through its REST API with an access key. The chat widget and AI voice agent push Contacts and Deals into Salesmate, log activities, and can enrol contacts into the right Salesmate sales sequence based on conversation outcome.
Salesmate's outbound webhooks fire on contact, deal, and activity changes, which we use to start AI follow-up campaigns.
Popular workflow recipes
When this happens → do thatTriggers & Actions
4 triggers · 4 actionsA Contact, Lead, or Deal is created in Salesmate from any source (chat, web form, manual entry).
A Salesmate Deal or Lead moves between stages or has its status updated.
Any Salesmate property or custom field changes value — use it as a trigger for AI follow-ups.
A Salesmate record is reassigned to a different sales rep or team.
From chat, voice, and forms.
In any pipeline with stage, owner, and value.
Drop contacts into the right native Salesmate sequence based on intent.
Conversation summary on the contact timeline.
How to connect Salesmate
~10 minutes- Use the current v3 API at apidocs.salesmate.io. Older v1/v3 endpoints were deprecated in May 2023.