SALESMATE n8n INTEGRATION: AUTOMATE SALESMATE WITH N8N

This action creates a new activity record in your Salesmate CRM, perfect for logging calls, meetings, tasks, or any custom activity type your team tracks.

Key parameters: Title (text field for activity name), Owner Name or ID (assigns to team member), Type (activity category), RAW Data toggle (for JSON input), and Additional Fields (for due date, duration, linked contacts).

Use cases: Automatically log call activities from phone system triggers, create follow-up tasks when deals reach specific pipeline stages, or record meeting activities from calendar integrations like Calendly.

Retrieve detailed information about a specific activity using its unique identifier. Essential for workflows that need to check activity status or pull activity data for reporting.

Key parameters: Activity ID (required unique identifier, fixed or dynamic) and RAW Data toggle (for complete API response in JSON format).

Use cases: Fetch activity details for automated email summaries, check if an activity exists before creating duplicates, or pull activity metadata for custom dashboard updates.

Retrieve multiple activity records in a single operation. Ideal for batch processing, reporting, or syncing activities to external systems.

Key parameters: Return All toggle (fetch all or use limit), Limit (maximum records, defaults to 10), JSON Parameters (advanced filtering), and Filters (narrow results by date, type, owner).

Use cases: Export daily activity reports to spreadsheets or BI tools, sync recent activities to project management platforms, or audit team productivity by pulling activities within date ranges.

Modify an existing activity record—change its status, update notes, reassign ownership, or adjust any other field.

Key parameters: Activity ID (required unique identifier), RAW Data toggle (for JSON updates), and Update Fields (expandable section to specify properties and new values).

Use cases: Mark activities as completed when external triggers confirm task completion, update activity notes with data from other platforms like call transcripts, or bulk-reassign activities when team members change.

Permanently remove an activity record from Salesmate. Use with caution—this action cannot be undone.

Key parameters: Activity ID (required unique identifier, accepts fixed values or expressions).

Use cases: Clean up duplicate activities created by integration errors, remove test activities during workflow development, or automate deletion of cancelled or obsolete activities.

Add a new company record to your Salesmate CRM. This action handles B2B account creation with owner assignment and custom fields.

Key parameters: Name (essential company identifier), Owner Name or ID (team member assignment), RAW Data toggle (for JSON input), and Additional Fields (industry, website, address, custom fields).

Use cases: Create companies automatically when new organizations sign up via your website, sync company data from LinkedIn prospecting tools, or build companies from enrichment platforms like Clearbit.

Retrieve complete details about a specific company using its unique identifier.

Key parameters: Company ID (required unique Salesmate identifier) and RAW Data toggle (for unprocessed API response).

Use cases: Pull company data to personalize outreach emails, verify company existence before creating linked contacts or deals, or fetch company metrics for automated reporting.

Bulk-retrieve company records with optional filtering. Perfect for exports, migrations, or dashboard updates.

Key parameters: Return All (fetch every company or respect limit), Limit (maximum records, defaults to 10), JSON Parameters (advanced query parameters), Options (additional configuration), and Filters (narrow by owner, creation date, custom fields).

Use cases: Export your complete company database for backup or migration, generate weekly reports of companies added or modified, or sync company lists to marketing automation platforms.

Modify any field on an existing company record—update contact info, change ownership, or adjust custom fields.

Key parameters: Company ID (required identifier), RAW Data toggle (for JSON payloads), and Update Fields (specify properties to modify and new values).

Use cases: Update company status when deals close (won or lost), sync enrichment data back to Salesmate from external tools, or bulk-update company assignments during territory changes.

Remove a company record from Salesmate permanently.

Key parameters: Company ID (required unique identifier).

Use cases: Remove duplicate company entries, clean up test data after workflow development, or delete companies that request data removal (GDPR compliance).

Create a new deal record in your Salesmate pipeline. This action captures all essential deal information including stage, value, and associations.

Key parameters: Title (descriptive deal name), Owner Name or ID (sales rep assignment), Primary Contact Name or ID (links to contact record), Pipeline (sales pipeline selection), Status (Open, Won, or Lost), Stage (current pipeline stage), Currency (deal currency code with expressions), and Additional Fields (deal value, expected close date, custom fields).

Use cases: Automatically create deals when qualified leads submit demo requests, generate deals from e-commerce inquiries or quote requests, or sync deals from partner referral platforms.

Retrieve full details about a specific deal by its unique identifier.

Key parameters: Deal ID (required unique Salesmate identifier) and RAW Data toggle (for raw JSON response format).

Use cases: Check deal stage before triggering stage-specific automations, pull deal data for personalized follow-up emails, or fetch deal metrics for sales dashboards.

Retrieve multiple deal records in batch for reporting, analysis, or synchronization.

Key parameters: Return All (toggle to fetch all deals or use Limit), Limit (maximum number of deals, defaults to 10), JSON Parameters (advanced raw parameter input), Options (additional request configuration), and Filters (filter by stage, owner, date range, custom criteria).

Use cases: Generate weekly pipeline reports for management, sync open deals to forecasting or BI tools, or export deal data for sales performance analysis.

Modify any field on an existing deal—advance stages, update values, add notes, or change ownership.

Key parameters: Deal ID (required deal identifier), RAW Data toggle (for JSON payloads), and Update Fields (define properties to change and new values).

Use cases: Automatically advance deal stage when contracts are signed, update deal values based on quote tool outputs, or add notes or tags when specific activities occur.

Permanently remove a deal record from Salesmate.

Key parameters: Deal ID (required unique identifier).

Use cases: Remove duplicate deals created by integration errors, clean up test deals after workflow development, or delete cancelled or invalid deals from the pipeline.