Salesmate integrations and automation

Describe what should happen in Salesmate, and when, in plain words. Whenever builds the workflow and runs it on a schedule, on a webhook, or when another app sends an event.

Connection requirements, provider permissions and optional AI usage apply. Read the runtime limits.

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Salesmate on Whenever

About Salesmate

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.

How Whenever connects

Through its API, using the credentials and permissions required by the provider.

Build it from your AI client

Connect Claude, Cursor or Codex to the Whenever MCP server and your coding agent can build and deploy the Salesmate workflow. It runs on Whenever afterwards, on its schedule or webhook, with the chat closed.

Set up the Whenever MCP server