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.
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. On Nagent, Salesmate is exposed as a fully-configurable crm integration that any agent can call — 6 actions, and API key authentication. No code is required to wire Salesmate into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Salesmate to automate the kinds of tasks crm teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Salesmate into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Salesmate, with input parameters and output schema. Drop these into any step of an agent built in Helix.
SALESMATE_ADD_PRODUCTTool 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."
Input parameters
Unique SKU/code of the product
Name of the product
Comma-separated tags (max 5000 chars)
Salesmate user ID that owns the product
Three-letter ISO currency code, uppercase
Whether the product is active for sales
Sale price of the product (non-negative)
Optional direct cost of the product (non-negative)
Optional cost per unit (non-negative)
Optional description (max 2000 chars)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_CREATE_COMPANYTool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
Input parameters
Name of the company (max 255 chars)
Comma-separated tags for the company
ID of the owner user for this company. If not provided, defaults to the authenticated user.
Primary phone number of the company
Skype ID of the company
Website URL of the company
Three-letter ISO currency code (uppercase)
Secondary phone number of the company
Billing city
Description for the company
Billing state
Twitter handle of the company
Billing country
Billing ZIP/postal code
Facebook profile or handle of the company
LinkedIn profile link of the company
Google Plus profile link of the company
Billing address line 1
Billing address line 2
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_DELETE_PRODUCTTool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
Input parameters
Unique identifier of the product to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_GET_ACTIVE_USERSTool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_GET_COMPANYTool 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".
Input parameters
Unique identifier of the company to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_LIST_MODULESTool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 77 agents privately built on Nagent that already use Salesmate.
Build on Nagent
Connect Salesmate to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Salesmate, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Salesmate is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Salesmate is connected, you configure its 6 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Salesmate steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Salesmate event fires, the agent kicks off automatically.
Every Salesmate action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Salesmate ships with 6 pre-built crm actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Salesmate together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Salesmate-based workflows tailored to your business.