Salesmate connector for Okou
Connect Salesmate to read contacts, companies, deals, activities, users, modules, records, and notes through its public API.
Sales & operations · API Token
Use Salesmate in Okou
Salesmate public API for reading CRM contacts, companies, deals, activities, users, modules, records, and notes.
Once connected, supported Salesmate actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Salesmate
- Read active Salesmate users.
- Read a Salesmate module ID by internal name.
- Read notes attached to one Salesmate module object.
- Read one Salesmate contact by ID.
- Read one Salesmate module record by ID.
- Read one Salesmate company by ID.
- Read one Salesmate deal by ID.
- Read one Salesmate activity by ID.
How the Salesmate connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Salesmate
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Salesmate securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Salesmate connector questions
- What can Okou do with Salesmate?
- Connect Salesmate to read contacts, companies, deals, activities, users, modules, records, and notes through its public API. Documented actions include: Read active Salesmate users. Read a Salesmate module ID by internal name.
- How do I connect Salesmate to Okou?
- Connect Salesmate using API Token. The connection controls which supported actions a workflow can use.
- Can Salesmate run in an automated workflow?
- Yes. After it is connected, supported Salesmate actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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