Salesmate

Estimated reading: 2 minutes

Overview

AFI pushes new contacts and deals into Salesmate from every form submission or event. Capture leads with full attribution, assign them to the right pipeline, and tag them for downstream sequences — all without manual data entry.

Supported actions

  • Create / Update Contact — upsert a contact, matched by email.
  • Create Deal — open a new deal tied to a contact, set pipeline / stage / amount.
  • Add Tag — apply one or more tags to a contact.

Authentication

  1. In Salesmate, click your profile icon > Setup > Integrations > Access Key.
  2. Generate a new access key.
  3. Note your Salesmate subdomain (the part before .salesmate.io in your URL).
  4. In AFI go to Settings > Salesmate and paste the access key and subdomain.

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick Salesmate as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto Salesmate’s fields. Email is required. Custom fields and pipeline/stage IDs are fetched from your account.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Subdomain must match your Salesmate URL exactly — capitalisation and trailing slashes matter.
  • Pipeline IDs are loaded once and cached. Add a pipeline in Salesmate? Re-save the integration to refresh the list.
  • Required deal fields (amount, stage) must be populated for the Create Deal task or the API rejects the request.

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