ceven

Salesmate

Syncs every lead, deal, and company update into your operational workflows, automates lead routing based on product interest, and manages your product catalog in real time.

Try Salesmate in Ceven

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Why use Ceven?

  1. AI native Salesmate integration

    • Describe the outcome and Ceven picks the right Salesmate calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Salesmate data, across all 6 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Salesmate access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Salesmate, when, and on whose behalf.
    • The agent pauses and asks when Salesmate is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Salesmate.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Salesmate action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Salesmate, and when to use it.

Add Product
Use this when you need to create a new product in the catalog before referencing it in deals or orders.
Create Company
Use this when you need to register a new organization within the CRM to associate contacts and deals.
Delete Product
Remove a product from the catalog using the product ID after confirming it is no longer sold.
Get Active Users
Pull a list of all users currently marked active for task assignments or user management audits.
Get Company
Retrieve the full record and details of a specific company using its unique ID.
List Modules
Pull all available module IDs and names to understand the current CRM structure.

6 actions · scroll to see them all

Frequently asked questions

Ceven implements an intelligent queuing system to respect the Salesmate API limits. Since Salesmate enforces specific request ceilings based on your subscription tier, the agent monitors the response headers for remaining quota in real time. If a workflow triggers a bulk update of companies or products that nears the limit, Ceven automatically pauses the execution and retries the remaining calls using an exponential backoff strategy. This prevents your API key from being temporarily blocked during large data migrations or heavy lead import cycles. You will see a pending status in your workflow logs if the agent is throttling requests to stay within your plan limits.
Yes. The agent uses the Get Active Users tool to fetch a current list of your team members who are marked as active in Salesmate. You can build a workflow that takes a new lead and assigns it using a round robin logic or based on specific territory metadata. Because the agent checks for active status first, it avoids the common error of assigning deals to former employees or deactivated accounts. This ensures that every new company created in the CRM is immediately owned by a human who can take action, reducing the time it takes to make the first contact.
Salesmate generally protects data integrity by restricting the deletion of records that have active dependencies. If the agent attempts to call the Delete Product tool on a SKU that is currently attached to an open deal or a historical order, the API will return an error. Ceven captures this error and reports it back to the workflow as a failure with a specific reason. To handle this, you can build a safety check into your workflow that first lists all deals associated with that product ID before attempting the deletion, allowing you to reassign the product or close the deals first.
Ceven can interact with custom modules by utilizing the List Modules tool. Once the agent identifies the unique ID for your custom module, it can read and write data to those specific fields. This is particularly useful for businesses that track industry specific data that does not fit into the standard company or contact objects. You just need to ensure that the user account connected to Ceven has the appropriate permissions to access those custom modules. The agent will then map the data from your external source into the custom fields defined in your Salesmate environment.
The agent can be configured to perform a search before using the Create Company tool. By querying Salesmate for existing companies with the same domain or name, Ceven can decide whether to create a new record or simply update an existing one. This prevents the CRM from becoming cluttered with duplicate entries when the same prospect interacts with different marketing touchpoints. You can define the strictness of the match in your workflow settings, such as requiring an exact domain match before the agent decides to merge the data into an existing company record instead of creating a new one.
No, the synchronization happens in real time. When the agent calls the Add Product or update tools, the changes are pushed to the Salesmate API immediately. Any user logged into the Salesmate dashboard will see the updated pricing or SKU information as soon as the API call completes. Because Ceven operates as an orchestrator, it can trigger these updates based on events in other tools, such as a price change in your master product spreadsheet or a new SKU launch in your e commerce store, keeping your sales team aligned with your current offering.
The account used to connect Salesmate to Ceven must have administrative or manager level permissions to access the full suite of tools. Specifically, the user needs write access to the company and product modules to create or delete records, and read access to the user module to fetch active team members. If the connected user has restricted permissions, some actions like Delete Product or Get Active Users may return an unauthorized error. We recommend using a dedicated integration user account with a scoped set of permissions that allows the agent to perform its tasks without giving it full ownership of your entire CRM instance.

Alternatives to Salesmate

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Pipedrive logoPipedriveHubSpot logoHubSpotZoho CRM logoZoho CRM

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