Use Salesmate from Claude
Add the Salesmate connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorSalesmate
Salesmate integration for Claude and Codex
Create a Salesmate connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Salesmate from Codex
Add the Salesmate connection to a Space that runs Codex, then use it from every channel in that Space.
Use Salesmate from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Salesmate connector can do
Salesmate is a CRM built for engaging leads and managing deals, with contacts, companies, and products as its core records. Once connected to a type.com Space, a sales rep can ask the agent to register a new company, add a product to the catalog, or check who's active on the team, cutting out a separate login just to update basic CRM data.
One connection, many Spaces
Connect Salesmate once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Salesmate in type.com
Register a new account after a demo
Create the company record right after a sales call so the deal has somewhere to attach to.
Create a Salesmate company for Northwind Traders with their main office address.
Add a new product to the catalog
Get a product into Salesmate before it shows up in a quote or deal.
Add a product to Salesmate called 'Enterprise Seat' priced at 49 USD per month.
Check who's available before assigning a lead
Pull the list of active users so a lead gets routed to someone who's actually online.
Get the active users in Salesmate so I can assign this new lead to someone available today.
Representative actions
- Add Product
Creates a new product in Salesmate with a name, SKU, and price, ready to reference in deals.
- Create Company
Registers a new organization in the CRM.
- Delete Product
Removes a product from the catalog by its product ID.
- Get Active Users
Returns the users currently marked active, useful for task or lead assignment.
- Get Company
Retrieves the full record for a specific company by its ID.
Connection
API and auth details
Salesmate provides CRM APIs for contacts, companies, deals, activities, products, notes, custom modules, pipelines, users, and engagement workflows. Integrations can automate sales operations, sync customer data, and trigger follow-up across Salesmate records.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://apidocs.salesmate.io/
- Official site
- https://www.salesmate.io/
FAQ
Questions people ask before connecting Salesmate
Can Claude manage Salesmate records?
Yes. With a Salesmate connection shared to a type.com Space, the agent can create companies and products, and look up records, from a thread.
How is Salesmate authenticated in type.com?
Salesmate uses an API key, added once by an admin when the connection is created and shared with the Spaces that need it.
Can CRM checks run on a schedule?
Yes. A type.com automation can check Salesmate on a recurring basis, for example a daily list of newly created companies posted to a channel.
Is this the same as a Salesmate MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
All Sales & CRM integrationsConnect Kommo to Claude in type.com to create leads, contacts, companies, and tasks, and feed its AI agent new knowledge from a thread.
Connect Zoominfo to Claude in type.com to enrich companies and contacts, add intent and news signals, and fill in location data for account research.
Connect RocketReach to Claude in type.com to check funding, growth metrics, and contact lookups from a shared thread.
Connect AeroLeads to Claude in type.com to pull contact details from a LinkedIn profile URL directly in a thread.