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."
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Integrate Salesmate
with your AI CRM
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.
Explore Triggers and Actions
Create Activity
Create a Salesmate activity and optionally send its calendar invitation.
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Create Company
Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
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Create Contact
Create a Salesmate contact with documented standard or custom fields.
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Delete Activity
Delete a Salesmate activity by ID. This is destructive: by default Salesmate soft-deletes the activity, and hard_delete=true permanently and irreversibly deletes it.
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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.
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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.
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Get Activity
Retrieve the complete Salesmate activity record for a known activity ID.
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Get Activity Timeline
Return past activity timeline entries for a Salesmate module object.
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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".
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Get Contact
Retrieve the complete Salesmate contact record for a known contact ID.
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Get Deal
Retrieve the complete Salesmate deal record for a known deal ID.
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List Modules
Return a fixed list of six Salesmate module metadata entries: Contacts, Companies, Deals, Activities, Products, and Tickets. Use it as a reference for these standard modules; it does not discover modules available to a particular account.
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List Record Notes
List notes attached to a record in a known standard Salesmate module.
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Search Activities
Search Salesmate activities using filters, sorting, and offset pagination.
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Search Companies
Search Salesmate companies with filters, sorting, and offset pagination.
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Search Contacts
Search contacts using filters, selected fields, sorting, and pagination.
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Search Deals
Search Salesmate deals with filters, sorting, and offset pagination.
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Update Contact
Update the documented fields of an existing Salesmate contact.
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How the Salesmate integration works
The Salesmate integration connects your Dench AI CRM directly to Salesmate, so agents can read and act on your Salesmate data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
19 actions are available for agents to invoke on your behalf. Every call runs through Salesmate's own authorization, scoped to the account you connect.
Set up Salesmate in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Salesmate and click Connect — you'll authorize access through Salesmate's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Salesmate in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Salesmate integration work with Dench?
The Dench Salesmate integration connects your AI CRM to Salesmate, so AI agents can work with your Salesmate data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Salesmate via Dench?
The Salesmate integration currently exposes 19 actions, including Add Product, Create Activity, Create Company, Create Contact, Delete Activity, and Delete Product. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Salesmate to Dench?
No. You connect Salesmate from your Dench workspace using Salesmate's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Salesmate integration secure?
Connections are authorized through Salesmate's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Salesmate connection from your workspace settings at any time.