Salesmate connector references | Zoho Creator Help

Salesmate connector references

Overview

Salesmate is service which helps you to enhance your sales process. This connector enables you to manage leads, track deals, and automate workflows.



Meta information

Connector
Salesmate
Authentication type
Basic auth
API version
v4
Data centers
US, EU, IN, AU, CN, JP, CA, and SA
Applicable for
C5, C6
Website
Privacy policy
API documentation
Categories
CRM and contact management

Modules & actions

Module
Action
Description
Activity
Create Activity
To create a new activity
Get Activity
To get details of an activity
Update Activity
To update details of an existing activity
Company
Create Company
To create a new company
Get Company
To get details of an company
Update Company
To update details of an existing company
Contact
Create Contact
To create a new contact
Get Contact
To get details of a contact
Update Contact
To update details of an existing contact
Deal
Create Deal
To create a new deal
Get Deal
To get details of a deal
Update Deal
To update details of an existing deal

Where this connector can be used

Deluge

The actions mentioned above, under the Modules & actions section, can all be performed using Deluge workflows:
Task
Description
invokeURL
The Deluge invokeURL task can be used to access all Salesmate APIs.

For complete information on the APIs, visit the Salesmate API doc.

Data sources

However, for integration forms and fields, only selected resources can be used. The table below indicates which modules within Salesmate support the creation of various components, such as integration forms, reports, and more, in Creator.

Module

Integration field

Integration form

Integration report

Activity

Company

Contact

Deal