Salesmate API Essential Guide

What type of API does Salesmate provide?

Salesmate uses a REST API for its public APIs.

Does the Salesmate API have webhooks?

Based on the search results provided, it appears that the official Salesmate API does not have native webhook functionality. However, there are some key points to consider:

Webhook Setup in Salesmate

While Salesmate doesn't offer native webhooks, it does provide a way to set up webhooks through its automation features:

• You can create webhooks for specific events like creating a new company, contact, activity, or deal.
• The process involves:
  1. Selecting the entity type (Company, Contact, Activity, or Deal)
  2. Choosing the event trigger (e.g., "Create" or "Create or Update")
  3. Setting up a webhook action with a URL to notify
  4. Configuring the webhook body with relevant data

Events You Can Subscribe To

You can set up webhooks for the following events:

• New Company created
• New Contact created/updated
• New Activity created
• New Deal created

Integration with Other Platforms

While not native to Salesmate, there are third-party platforms that offer integrations with Salesmate's API, allowing for more advanced automation and event tracking:

1. SureTriggers provides Salesmate integrations for automating processes like:

   • Creating new leads or contacts in Salesmate from external sources
   • Sending surveys or feedback requests based on specific events (e.g., deal closure)

2. Pipedream offers integrations that can trigger workflows based on Salesmate events:

   • New Contact created in Salesmate
   • New Deal created in Salesmate

Key Considerations

1. The webhook setup in Salesmate is part of its automation features, not a standalone API offering.
2. The events you can subscribe to are limited to create/update actions on main entities (Company, Contact, Activity, Deal).
3. For more advanced event tracking or real-time integrations, you may need to use third-party platforms that integrate with Salesmate's API.

Best Practices

1. When setting up webhooks in Salesmate, ensure you have a secure endpoint to receive the webhook data.
2. Properly handle and validate the incoming webhook data in your receiving application.
3. Consider using third-party integration platforms for more complex automation scenarios that go beyond Salesmate's native capabilities.

In conclusion, while Salesmate doesn't offer native webhook functionality through its API, it does provide a way to set up webhooks through its automation features for specific events related to core entities in the CRM.

Rate Limits and other limitations

API Rate Limits for Salesmate API

Unfortunately, the search results do not provide specific information about the API rate limits for the Salesmate API. The provided sources mainly contain information about Salesloft's API, which is a different platform.

Key points to consider:

• API rate limits are typically implemented to prevent abuse and ensure fair usage of the API resources.
• Rate limits can vary depending on the type of account, subscription level, or specific API endpoints.
• Common rate limit implementations include:
  • Requests per minute
  • Requests per hour
  • Requests per day
  • Cost-based limits (as seen in the Salesloft API example)

To find accurate information about Salesmate API rate limits, you should:

1. Check the official Salesmate API documentation.
2. Contact Salesmate support directly for the most up-to-date information.
3. Look for any rate limit headers in API responses when making requests to the Salesmate API.

Best Practices

When working with any API, including Salesmate:

1. Implement proper error handling to catch and respond to rate limit errors.
2. Use caching mechanisms to reduce the number of API calls when possible.
3. Spread out API requests over time to avoid hitting rate limits.
4. Monitor your API usage to stay within the allowed limits.
5. Consider using webhooks or other push mechanisms if available, to reduce the need for frequent polling.

Without specific information about Salesmate API rate limits, it's crucial to refer to the official documentation or contact their support team for accurate and current rate limit details.

Latest API Version

Based on the search results provided, I do not have specific information about the most recent version of the Salesmate API. The search results do not contain any direct mentions of API versions or release dates for the Salesmate API.

However, I can provide some relevant information about Salesmate and its API based on the search results:

1. Salesmate offers a public API that allows developers to interact with the CRM platform programmatically [1].

2. Salesmate regularly releases product updates, with the most recent update mentioned being in July 2024 [2].

3. The API documentation is available at https://apidocs.salesmate.io/.

Key points to consider:

• Salesmate appears to be actively maintained and updated, with regular product updates released.
• The company provides API documentation, indicating that they support API access to their platform.
• Without specific version information, developers should refer to the official API documentation for the most up-to-date details on API functionality and any version-related information.

Best practices:

1. Always check the official Salesmate API documentation for the most current information on API versions and functionality.
2. When integrating with the Salesmate API, ensure you're using the latest available endpoints and following any guidelines provided in the documentation.
3. Keep an eye on Salesmate's product updates and release notes for any changes or improvements to the API.

While I cannot provide the specific version number you asked for, I hope this information helps give you an overview of the Salesmate API's current state and where to find the most up-to-date information.

How to get a Salesmate developer account and API Keys?

To get a developer account for Salesmate to create an API integration, you need to follow these steps:

Obtain API Access

1. Sign in to your Salesmate account.

2. Click on the User dropdown menu in the top right corner of the dashboard.

3. Navigate to "My Account" > "Access Key".

Key Information to Collect

Once you're in the Access Key section, you'll need to gather the following information:

1. Access Token: This is your API key for authentication.

2. x-linkname: This is the hostname from your Salesmate dashboard URL. For example, if your dashboard URL is demo.salesmate.io, your x-linkname would be demo.salesmate.io.

3. Domain: This is the subdomain of your Salesmate account. Using the previous example, if your dashboard is demo.salesmate.io, your domain would be demo.

Best Practices

• Keep your API key (Access Token) secure and never share it publicly.
• Use environment variables to store sensitive information like API keys when developing your integration.
• Familiarize yourself with Salesmate's API documentation to understand the available endpoints and their usage.

Additional Considerations

• Salesmate uses API keys for authentication, which Pipedream can securely store for easy authentication in both code and no-code steps.
• When making API requests, you'll need to include the Access Token, x-linkname, and other necessary headers in your requests.

By following these steps, you should be able to set up a developer account and obtain the necessary credentials to create an API integration with Salesmate. Remember to review Salesmate's API documentation for specific endpoints and request formats for your integration needs.

What can you do with the Salesmate API?

Based on the information provided in the search results, here is a list of data models you can interact with using the Salesmate API, along with what is possible for each:

Contacts

• Add new contacts
• Update contact details
• Retrieve contact information
• Emit events when new contacts are created

Deals

• Add new deals
• Update deal information
• Retrieve deal data
• Emit events when new deals are created

Users

• Retrieve user information

Activities

• Interact with activity data (specific operations not detailed)

Other Possible Data Models

While not explicitly mentioned, based on typical CRM functionality, the Salesmate API likely also allows interaction with:

• Companies/Accounts
• Tasks
• Notes
• Products
• Pipelines
• Custom fields

Key Points

• The API allows for both reading and writing data for most models
• Webhooks or event-based triggers are available for certain models like contacts and deals
• Authentication is done using API keys and requires specific headers (accessToken, x-linkname)
• The API base URL is structured as https://{domain}.salesmate.io/apis/

Best Practices

• Use strong authentication and follow security best practices when interacting with the API
• Leverage the API to automate CRM-related tasks and integrate Salesmate with other services
• Consider using the API for real-time data updates and triggering custom actions based on CRM events

It's important to note that while these data models and operations are available, the full extent of what's possible with each model may require consulting the official Salesmate API documentation for comprehensive details.