Salesmate

Log a call, email, meeting, or task against any deal, company, or contact so every touchpoint is captured before you context-switch.

Remove a duplicate or erroneous activity entry from a Salesmate record to keep deal timelines clean and reporting accurate.

Retrieve a single Salesmate activity record by ID to inspect its type, outcome, duration, and linked deal or contact before acting on it.

Fetch the full list of company accounts in Salesmate for bulk analysis, segmentation, or sync with another system.

Modify an existing activity's outcome, duration, notes, or status so deal timelines stay accurate as calls and tasks resolve.

Instantiate a new company account record in Salesmate with domain, industry, and ownership fields — the foundation for associating contacts and deals.

Permanently remove a company record from Salesmate — typically for duplicates, test accounts, or GDPR erasure requests.

Retrieve a single company's full profile — industry, size, open deals, and custom fields — before triggering any downstream decision.

Modify a company record's fields — owner, industry, size, custom attributes — so account data stays fresh without rep intervention.

Open a new deal in a Salesmate pipeline with stage, value, owner, and linked company — the single source of truth for any sales opportunity.

Remove a deal record from Salesmate — used for duplicates, test entries, or deals cancelled before any meaningful activity.

Retrieve a specific deal's full record — stage, value, owner, linked contacts, activities, and custom fields — before any decision or enrichment step.

Retrieve the full deal list across one or more pipelines for roll-up reporting, forecasting, or bulk processing.

Modify a deal's stage, value, close date, owner, or any custom field to reflect the latest negotiation reality or automate a pipeline transition.

Retrieve aggregate pipeline metrics — deal count, total value, average age, and conversion rates — for a given pipeline or stage range.

Fires when a new deal record is opened in any Salesmate pipeline, carrying the deal's initial stage, value, owner, and linked company.

Fires whenever any field on a deal record changes — value, owner, close date, or custom attributes — useful for syncing downstream systems.

Fires when a deal moves between pipeline stages, can be filtered to a specific origin or destination stage for precise automation targeting.

Fires when a deal's status is marked Won, signalling a closed sale — the trigger for onboarding, billing, and celebration sequences.

Fires when a deal is marked Lost, capturing the loss reason for win/loss analysis and triggering re-engagement or competitive follow-up sequences.

Fires when a new contact record is added to Salesmate, whether from a form, import, or manual entry, carrying name, email, and linked company.

Fires whenever a new activity is recorded against a deal, contact, or company — calls, emails, meetings, or tasks — enabling real-time follow-up chains.