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Salesmate

Plecto DocsFeaturesIntegrationsIntegration guides

Step 1: Find your Session Key and subdomain in Salesmate

  1. Go to Salesmate and sign in to your account.

  2. When you're signed in, look at the URL and find your subdomain. In the example mycompany.salesmate.io, the subdomain is mycompany. You will have to use it in Step 2.

  3. To find the Session Key, click on your profile, then Go to my account > Session Key.

  4. Copy the Session Key. Be aware – there are multiple keys, so make sure to get the Session Key.

  5. Open Plecto in a new browser tab, then proceed to Step 2.

Step 2: Integrate Salesmate with Plecto

  1. In Plecto, go to Data management > Data sources > + New data source > Salesmate.

  2. (Optional) Rename your credentials.

  3. Enter your Salesmate subdomain.

  4. Insert the Session Key you found in Step 1 and click Next.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Currently, you can import the following data from your Salesmate account to Plecto:

  • Deals

  • Activities