--- title: "Sage Sales Management integrations - APIANT.ai" description: "Connect Sage Sales Management to any other app, or use it from your AI client over MCP. Sage Sales Management is a mobile CRM that allows you to measure..." canonical: "https://apiant.ai/connections/sage-sales-management" --- # Sage Sales Management integrations Connect Sage Sales Management to any other app, or use it from your AI client over MCP. Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance. Connects with a token [forcemanager.com](https://forcemanager.com/) **12** triggers **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Sage Sales Management? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Popular ## Sage Sales Management with the apps people pair it with most - [ **HubSpot to Sage Sales Management** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sage-sales-management) - [ **Sage Sales Management to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/sage-sales-management-to-salesforce) - [ **Sage Sales Management to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sage-sales-management-to-slack) - [ **Google Sheets to Sage Sales Management** Google Sheets](https://apiant.ai/connect/google-sheets-to-sage-sales-management) - [ **Gmail to Sage Sales Management** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sage-sales-management) - [ **Google Calendar to Sage Sales Management** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sage-sales-management) - [ **Google Drive to Sage Sales Management** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sage-sales-management) - [ **Mailchimp to Sage Sales Management** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sage-sales-management) Pair it ## Connect Sage Sales Management with another app - [ **HubSpot to Sage Sales Management**](https://apiant.ai/connect/hubspot-to-sage-sales-management) - [ **Sage Sales Management to Salesforce**](https://apiant.ai/connect/sage-sales-management-to-salesforce) - [ **Sage Sales Management to Slack**](https://apiant.ai/connect/sage-sales-management-to-slack) - [ **Google Sheets to Sage Sales Management**](https://apiant.ai/connect/google-sheets-to-sage-sales-management) - [ **Gmail to Sage Sales Management**](https://apiant.ai/connect/gmail-to-sage-sales-management) - [ **Google Calendar to Sage Sales Management**](https://apiant.ai/connect/google-calendar-to-sage-sales-management) - [ **Google Drive to Sage Sales Management**](https://apiant.ai/connect/google-drive-to-sage-sales-management) - [ **Mailchimp to Sage Sales Management**](https://apiant.ai/connect/mailchimp-to-sage-sales-management) - [ **Sage Sales Management to Stripe**](https://apiant.ai/connect/sage-sales-management-to-stripe) - [ **Sage Sales Management to Shopify**](https://apiant.ai/connect/sage-sales-management-to-shopify) - [ **QuickBooks Online to Sage Sales Management**](https://apiant.ai/connect/quickbooks-online-to-sage-sales-management) - [ **Pipedrive to Sage Sales Management**](https://apiant.ai/connect/pipedrive-to-sage-sales-management) - [ **ActiveCampaign to Sage Sales Management**](https://apiant.ai/connect/activecampaign-to-sage-sales-management) - [ **Notion to Sage Sales Management**](https://apiant.ai/connect/notion-to-sage-sales-management) - [ **Airtable to Sage Sales Management**](https://apiant.ai/connect/airtable-to-sage-sales-management) - [ **Sage Sales Management to Trello**](https://apiant.ai/connect/sage-sales-management-to-trello) - [ **Asana to Sage Sales Management**](https://apiant.ai/connect/asana-to-sage-sales-management) - [ **JIRA to Sage Sales Management**](https://apiant.ai/connect/jira-to-sage-sales-management) - [ **ClickUp to Sage Sales Management**](https://apiant.ai/connect/clickup-to-sage-sales-management) - [ **Sage Sales Management to Zoom**](https://apiant.ai/connect/sage-sales-management-to-zoom) - [ **Discord to Sage Sales Management**](https://apiant.ai/connect/discord-to-sage-sales-management) - [ **Sage Sales Management to Twilio**](https://apiant.ai/connect/sage-sales-management-to-twilio) - [ **Sage Sales Management to SendGrid**](https://apiant.ai/connect/sage-sales-management-to-sendgrid) - [ **Outlook to Sage Sales Management**](https://apiant.ai/connect/outlook-to-sage-sales-management) - [ **Intercom to Sage Sales Management**](https://apiant.ai/connect/intercom-to-sage-sales-management) - [ **Freshdesk to Sage Sales Management**](https://apiant.ai/connect/freshdesk-to-sage-sales-management) - [ **Klaviyo to Sage Sales Management**](https://apiant.ai/connect/klaviyo-to-sage-sales-management) - [ **Brevo to Sage Sales Management**](https://apiant.ai/connect/brevo-to-sage-sales-management) - [ **Sage Sales Management to Typeform**](https://apiant.ai/connect/sage-sales-management-to-typeform) - [ **JotForm to Sage Sales Management**](https://apiant.ai/connect/jotform-to-sage-sales-management) - [ **Calendly to Sage Sales Management**](https://apiant.ai/connect/calendly-to-sage-sales-management) - [ **PandaDoc to Sage Sales Management**](https://apiant.ai/connect/pandadoc-to-sage-sales-management) - [ **Sage Sales Management to Webflow**](https://apiant.ai/connect/sage-sales-management-to-webflow) - [ **Sage Sales Management to Wix**](https://apiant.ai/connect/sage-sales-management-to-wix) - [ **Sage Sales Management to LinkedIn**](https://apiant.ai/connect/sage-sales-management-to-linkedin) - [ **Sage Sales Management to Facebook**](https://apiant.ai/connect/sage-sales-management-to-facebook) - [ **Instagram to Sage Sales Management**](https://apiant.ai/connect/instagram-to-sage-sales-management) - [ **OpenAI to Sage Sales Management**](https://apiant.ai/connect/openai-to-sage-sales-management) - [ **Sage Sales Management to Anthropic**](https://apiant.ai/connect/sage-sales-management-to-anthropic) - [ **OneDrive to Sage Sales Management**](https://apiant.ai/connect/onedrive-to-sage-sales-management) - [ **Google Docs to Sage Sales Management**](https://apiant.ai/connect/google-docs-to-sage-sales-management) - [ **Ontraport to Sage Sales Management**](https://apiant.ai/connect/ontraport-to-sage-sales-management) - [ **Freshworks CRM to Sage Sales Management**](https://apiant.ai/connect/freshworks-crm-to-sage-sales-management) - [ **Sage Sales Management to GoHighLevel**](https://apiant.ai/connect/sage-sales-management-to-gohighlevel) - [ **Capsule CRM to Sage Sales Management**](https://apiant.ai/connect/capsule-crm-to-sage-sales-management) - [ **Copper to Sage Sales Management**](https://apiant.ai/connect/copper-to-sage-sales-management) - [ **Sage Sales Management to Streak**](https://apiant.ai/connect/sage-sales-management-to-streak) - [ **NetHunt CRM to Sage Sales Management**](https://apiant.ai/connect/nethunt-crm-to-sage-sales-management) - [ **MINDBODY to Sage Sales Management**](https://apiant.ai/connect/mindbody-to-sage-sales-management) - [ **Sage Sales Management to Supabase**](https://apiant.ai/connect/sage-sales-management-to-supabase) - [ **PostgreSQL to Sage Sales Management**](https://apiant.ai/connect/postgresql-to-sage-sales-management) - [ **MySQL to Sage Sales Management**](https://apiant.ai/connect/mysql-to-sage-sales-management) - [ **Sage Sales Management to Vercel**](https://apiant.ai/connect/sage-sales-management-to-vercel) - [ **Sage Sales Management to ElevenLabs**](https://apiant.ai/connect/sage-sales-management-to-elevenlabs) - [ **PagerDuty to Sage Sales Management**](https://apiant.ai/connect/pagerduty-to-sage-sales-management) - [ **Sage Sales Management to Pushover**](https://apiant.ai/connect/sage-sales-management-to-pushover) - [ **Gravity Forms to Sage Sales Management**](https://apiant.ai/connect/gravity-forms-to-sage-sales-management) - [ **HubSpot Enterprise to Sage Sales Management**](https://apiant.ai/connect/hubspot-enterprise-to-sage-sales-management) - [ **Google Forms to Sage Sales Management**](https://apiant.ai/connect/google-forms-to-sage-sales-management) - [ **Facebook Lead Ads to Sage Sales Management**](https://apiant.ai/connect/facebook-lead-ads-to-sage-sales-management) What your agent can do with Sage Sales Management ## Triggers and actions 12 triggers · 33 actions - Trigger **Account Updated** Fires when an existing account (company) is updated in Sage Sales Management. - Trigger **Activity Updated** Triggers when an activity is updated. - Trigger **Calendar Item Updated** Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management. - Trigger **Contact Updated** Triggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Item** Triggers when a new calendar item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **Opportunity Updated** Triggers when an opportunity is updated. - Trigger **Sales Order Updated** Triggers when a sales order is updated. - Action **Create Account** Creates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID. - Action **Create Activity** Logs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID. - Action **Create Calendar Item** Creates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID. - Action **Create Contact** Creates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID. - Action **Create Entity** Creates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID. - Action **Create Opportunity** Creates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID. - Action **Create or Update Account** Finds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened. - Action **Create or Update Contact** Finds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened. - Action **Create Sales Order** Creates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately. - Action **Find Account** Returns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Account by Any Field** Returns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field. - Action **Find Account by External ID** Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company. - Action **Find Contact** Returns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Contact by Any Field** Returns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field. - Action **Find Contact by External ID** Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person. - Action **Find Entity** Searches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give. - Action **Find Opportunity** Returns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Opportunity by Any Field** Returns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field. - Action **Find Opportunity by External ID** Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal. - Action **Get User** Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status. - Action **List Accounts** List accounts stored in Sage Sales Management, most recently updated first. - Action **List Branches** Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need. - Action **List Countries** Returns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect. - Action **List Currencies** Returns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect. - Action **List Timezones** Returns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect. - Action **List Users** Returns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need. - Action **Update Account** Updates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Activity** Updates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Calendar Item** Updates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Contact** Updates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Entity** Updates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values. - Action **Update Opportunity** Updates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record. - Action **Update Sales Order** Updates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order. ## Related apps - [ **Agile CRM to Sage Sales Management** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-sage-sales-management) - [ **Apollo to Sage Sales Management** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-sage-sales-management) - [ **Assembly.com to Sage Sales Management** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-sage-sales-management) - [ **Attio to Sage Sales Management** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-sage-sales-management) - [ **Sage Sales Management to Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connect/sage-sales-management-to-billage) - [ **Broot to Sage Sales Management** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-sage-sales-management) - [ **Capsule CRM to Sage Sales Management** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-sage-sales-management) - [ **Centerflow to Sage Sales Management** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-sage-sales-management) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say Questions ## Sage Sales Management, answered ### ### Is there a Sage Sales Management MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Sage Sales Management. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Sage Sales Management actions on demand, or have APIANT build, test and run automations that use Sage Sales Management. Nothing to install. ### ### What can start an automation from Sage Sales Management? Any of Sage Sales Management's 12 triggers in the catalog, including Account Updated, Activity Updated, Calendar Item Updated and Contact Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sage Sales Management? Any of Sage Sales Management's 33 actions, including Create Account, Create Activity, Create Calendar Item and Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Sage Sales Management directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Sage Sales Management two ways. Ask it to do something in Sage Sales Management once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Sage Sales Management API? No. APIANT connects to the Sage Sales Management API for you, with a token. Describe what you want in plain language and your agent builds it on the Sage Sales Management triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Sage Sales Management API documentation and adds it. ### ### Which apps can Sage Sales Management connect to? Any app in the catalog; the list on this page pairs Sage Sales Management with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.