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CRM Integration

Salesmate Integration

CRM & Unified Customer Platform for Growing Teams.

Give Your AI Agents Salesmate Superpowers

Salesmate simplifies your workflows, while Arahi AI empowers these tasks with intelligent agents that automate and optimize your operations.

Lead Enrichment

Automatically enrich lead data with AI-powered insights

Smart Follow-ups

Schedule intelligent follow-up sequences based on customer behavior

Deal Analytics

Generate real-time analytics and forecasting reports

Tools

Equip AI Agents with the Salesmate Tools they need

Arahi AI seamlessly integrates with Salesmate to enhance your workflows and automation capabilities.

Pre-Built Tool Steps

Access ready-to-use Salesmate actions that you can add to your AI agents instantly. No configuration needed.

  • Common Salesmate operations automated
  • Drag-and-drop workflow builder
  • Error handling built-in

Salesmate API Tool Steps

Make custom API calls to Salesmate with full control and flexibility for advanced use cases.

  • API Key authentication
  • Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)
  • Custom headers and request body support
Quick Start

Connect Salesmate to Arahi AI in minutes

You don't need to be a developer to set up this integration. Follow this simple guide to get started.

1

Open Arahi AI

Sign in to your Arahi AI account and navigate to the integrations page or create a new AI agent.

2

Connect Your Salesmate Account

A secure pop-up will ask you to log in to your Salesmate account. This authorizes Arahi AI to access your API safely using API Key.

3

Add Salesmate as a Step

Choose "Salesmate" from the list of tools, then select what action you want to perform—like creating records, updating data, or triggering workflows.

4

Test and Deploy

Test your automation with sample data, then deploy it to run automatically on your schedule or triggered by events.

Security & Reliability

The integration utilizes secure API Key authentication, ensuring that only authorized workflows can access your Salesmate data. Arahi AI manages API operations seamlessly in the background—eliminating concerns about errors, formatting, or limitations.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don't need to. The inputs or outputs of your tools are never stored.

Best Practices for Salesmate Integration

Get the most out of the Salesmate + Arahi AI integration without writing code

Start with a clear setup

Ensure your Salesmate account is properly configured with the necessary permissions and API Key credentials.

Test with sample data

Run your automations using test data to ensure everything works smoothly before going live with production data.

Monitor API usage

Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate to optimize performance.

Validate inputs

Always check your input parameters for correctness before making API calls to avoid unnecessary errors and ensure data quality.

Ready to supercharge Salesmate with AI?

Join thousands of businesses using Arahi AI to automate workflows and boost productivity.