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Beyond-Bot.ai + salesmate
Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to salesmate.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in salesmate.
Trigger Workflows
Start automated workflows in salesmate based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within salesmate.
Salesmate Add Product
Tool to add a new product. use when you need to create a new product in salesmate before referencing it (e.g., in deals or orders). example: "add a product named 'widget pro' (sku wpro1) priced at 199.99 usd."
Salesmate Create Company
Tool to create a new company in the salesmate crm. use when you need to register a new organization.
Salesmate Delete Product
Tool to delete a product by productid. use when you need to remove a product from the catalog after confirming the correct productid.
Salesmate Get Active Users
Tool to retrieve all active users. use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
Salesmate Get Company
Tool to retrieve details of a specific company by id. use when you have a company id and need its full record. example: "get company 42".
Salesmate List Modules
Tool to list all modules. use after authentication to retrieve available module ids and names.