Team
Shared credential for production and unattended runs.
Connect Salesmate with Hookshot™ and your stack
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.
Tools and triggers
What Agents can do in Salesmate
Available tools and events after Salesmate is connected.
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Add Product
Tool 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."
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Create Company
Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
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Delete Product
Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
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Get Active Users
Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
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Get Company
Tool 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".
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List Modules
Tool 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.
Setup
Connect Salesmate in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
Build with us
See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
