AFI
Salesmate
Salesmate is a CRM platform for sales teams. AFI creates contacts in Salesmate via the Salesmate API v1 ({domain}/apis/v1/), authenticating with an Access Token and session headers.
What you’ll need
- An active Salesmate account.
- Your Salesmate Domain (e.g.
mycompany.salesmate.io). - A Client ID, Client Secret, and Access Token from Salesmate.
- The Advanced Form Integration plugin installed and activated.
Save your Salesmate credentials
- Log in to Salesmate and go to Setup → Apps & Add-on → API & SDK.
- Create an API client to obtain the Client ID, Client Secret, and Access Token.
- Confirm your workspace domain (e.g.
mycompany.salesmate.io). - In WordPress, go to AFI → Settings → Salesmate.
- Enter the domain (without https://), Client ID, Client Secret, and Access Token.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name.
- Under Trigger, pick your form plugin and form.
- Under Action → Platform, select Salesmate.
- In Task, choose Create Contact (Basic).
- Select the saved Salesmate credentials.
- Map form fields.
- Click Save Integration.
Tasks supported
Create Contact (Basic)
Creates a contact in Salesmate with standard fields.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | firstName |
No | |
| Last Name | lastName |
No | |
email |
No | ||
| Phone | contactNumber |
No |
Pro features
Salesmate [PRO] adds Create Deal and Create Contact + Deal tasks, with tags, owner assignment, and built-in sequence triggers.
| Feature | Free | Pro |
|---|---|---|
| Create Contact | ✅ | ✅ |
| Standard fields | ✅ | ✅ |
| Create Deal | No | ✅ |
| Create Contact + Deal | No | ✅ |
| Tags and owner assignment | No | ✅ |
Troubleshooting
Contact not created
- Check AFI → Log for errors.
- Verify the domain and access token are correct.