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All integrations

CRM

Salesmate for your Agent

Flow can look up contacts, companies and deals in Salesmate, and with read and write access it can update records.

It asks for your approval before it changes anything in Salesmate. Connect with an API key from your Salesmate account.

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Which Salesmate deals are linked to tenders closing this month?

Connect Salesmate in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Salesmate.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Salesmate.

What Flow can do depends on what Salesmate offers through its API and on the access you choose.

Things to ask

Type these to Flow once Salesmate is connected.

  • Salesmate

    Which Salesmate deals are linked to tenders closing this month?

  • Salesmate

    Create a Salesmate deal for the Vienna hospital tender, with its value and deadline.

About Salesmate

Salesmate is an AI-powered CRM that helps businesses organize leads, close deals, and streamline sales workflows. It's designed to boost productivity and deliver seamless customer engagement through a unified, intuitive platform.

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