# Salesmate integrations Connect Salesmate to any other app, or use it from your AI client over MCP. Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes. Connects with an API key[salesmate.io](https://salesmate.io/) **2** triggers **10** 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 Salesmate? Give your AI client this address. `https://mcp.apiant.ai` 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 ## Salesmate with the apps people pair it with most - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Google Sheets to Salesmate** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) - [ **Google Drive to Salesmate** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesmate) Pair it ## Connect Salesmate with another app - [ **MINDBODY to Salesmate** ](https://apiant.ai/connect/mindbody-to-salesmate) - [ **Salesmate to Vincario** ](https://apiant.ai/connect/salesmate-to-vincario) - [ **HubSpot to Salesmate** ](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** ](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Salesmate to Slack** ](https://apiant.ai/connect/salesmate-to-slack) - [ **Google Sheets to Salesmate** ](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** ](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** ](https://apiant.ai/connect/google-calendar-to-salesmate) - [ **Google Drive to Salesmate** ](https://apiant.ai/connect/google-drive-to-salesmate) - [ **Mailchimp to Salesmate** ](https://apiant.ai/connect/mailchimp-to-salesmate) - [ **Salesmate to Stripe** ](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** ](https://apiant.ai/connect/salesmate-to-shopify) - [ **QuickBooks Online to Salesmate** ](https://apiant.ai/connect/quickbooks-online-to-salesmate) - [ **Pipedrive to Salesmate** ](https://apiant.ai/connect/pipedrive-to-salesmate) - [ **ActiveCampaign to Salesmate** ](https://apiant.ai/connect/activecampaign-to-salesmate) - [ **Notion to Salesmate** ](https://apiant.ai/connect/notion-to-salesmate) - [ **Airtable to Salesmate** ](https://apiant.ai/connect/airtable-to-salesmate) - [ **Salesmate to Trello** ](https://apiant.ai/connect/salesmate-to-trello) - [ **Asana to Salesmate** ](https://apiant.ai/connect/asana-to-salesmate) - [ **JIRA to Salesmate** ](https://apiant.ai/connect/jira-to-salesmate) - [ **ClickUp to Salesmate** ](https://apiant.ai/connect/clickup-to-salesmate) - [ **Salesmate to Zoom** ](https://apiant.ai/connect/salesmate-to-zoom) - [ **Discord to Salesmate** ](https://apiant.ai/connect/discord-to-salesmate) - [ **Salesmate to Twilio** ](https://apiant.ai/connect/salesmate-to-twilio) - [ **Salesmate to SendGrid** ](https://apiant.ai/connect/salesmate-to-sendgrid) - [ **Outlook to Salesmate** ](https://apiant.ai/connect/outlook-to-salesmate) - [ **Intercom to Salesmate** ](https://apiant.ai/connect/intercom-to-salesmate) - [ **Freshdesk to Salesmate** ](https://apiant.ai/connect/freshdesk-to-salesmate) - [ **Brevo to Salesmate** ](https://apiant.ai/connect/brevo-to-salesmate) - [ **Salesmate to Typeform** ](https://apiant.ai/connect/salesmate-to-typeform) - [ **JotForm to Salesmate** ](https://apiant.ai/connect/jotform-to-salesmate) - [ **Calendly to Salesmate** ](https://apiant.ai/connect/calendly-to-salesmate) - [ **PandaDoc to Salesmate** ](https://apiant.ai/connect/pandadoc-to-salesmate) - [ **Salesmate to Webflow** ](https://apiant.ai/connect/salesmate-to-webflow) - [ **Salesmate to Wix** ](https://apiant.ai/connect/salesmate-to-wix) - [ **Salesmate to LinkedIn** ](https://apiant.ai/connect/salesmate-to-linkedin) - [ **Salesmate to Facebook** ](https://apiant.ai/connect/salesmate-to-facebook) - [ **Instagram to Salesmate** ](https://apiant.ai/connect/instagram-to-salesmate) - [ **OpenAI to Salesmate** ](https://apiant.ai/connect/openai-to-salesmate) - [ **Salesmate to Anthropic** ](https://apiant.ai/connect/salesmate-to-anthropic) - [ **OneDrive to Salesmate** ](https://apiant.ai/connect/onedrive-to-salesmate) - [ **Google Docs to Salesmate** ](https://apiant.ai/connect/google-docs-to-salesmate) - [ **Ontraport to Salesmate** ](https://apiant.ai/connect/ontraport-to-salesmate) - [ **Freshworks CRM to Salesmate** ](https://apiant.ai/connect/freshworks-crm-to-salesmate) - [ **Salesmate to GoHighLevel** ](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Capsule CRM to Salesmate** ](https://apiant.ai/connect/capsule-crm-to-salesmate) - [ **Copper to Salesmate** ](https://apiant.ai/connect/copper-to-salesmate) - [ **Salesmate to Streak** ](https://apiant.ai/connect/salesmate-to-streak) - [ **NetHunt CRM to Salesmate** ](https://apiant.ai/connect/nethunt-crm-to-salesmate) - [ **Salesmate to Supabase** ](https://apiant.ai/connect/salesmate-to-supabase) - [ **PostgreSQL to Salesmate** ](https://apiant.ai/connect/postgresql-to-salesmate) - [ **MySQL to Salesmate** ](https://apiant.ai/connect/mysql-to-salesmate) - [ **Salesmate to Vercel** ](https://apiant.ai/connect/salesmate-to-vercel) - [ **Salesmate to ElevenLabs** ](https://apiant.ai/connect/salesmate-to-elevenlabs) - [ **PagerDuty to Salesmate** ](https://apiant.ai/connect/pagerduty-to-salesmate) - [ **Salesmate to Pushover** ](https://apiant.ai/connect/salesmate-to-pushover) - [ **Gravity Forms to Salesmate** ](https://apiant.ai/connect/gravity-forms-to-salesmate) - [ **HubSpot Enterprise to Salesmate** ](https://apiant.ai/connect/hubspot-enterprise-to-salesmate) - [ **Google Forms to Salesmate** ](https://apiant.ai/connect/google-forms-to-salesmate) - [ **monday.com to Salesmate** ](https://apiant.ai/connect/monday-com-to-salesmate) What your agent can do with Salesmate ## Triggers and actions 2 triggers · 10 actions - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Related apps - [ **Agile CRM to Salesmate** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-salesmate) - [ **Apollo to Salesmate** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-salesmate) - [ **Assembly.com to Salesmate** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-salesmate) - [ **Attio to Salesmate** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-salesmate) - [ **Salesmate to Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connect/salesmate-to-billage) - [ **Broot to Salesmate** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-salesmate) - [ **Capsule CRM to Salesmate** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-salesmate) - [ **Centerflow to Salesmate** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-salesmate) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say Questions ## Salesmate, answered ### ### Is there a Salesmate MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Salesmate. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Salesmate. Nothing to install. ### ### What can start an automation from Salesmate? Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate? Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can Salesmate connect to? Any app in the catalog; the list on this page pairs Salesmate 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.