salesmate

What This Skill Does

The Salesmate skill for OpenClaw provides a robust interface to interact with your Salesmate CRM data directly from your AI agent. By leveraging the Membrane platform for secure authentication and connectivity, this skill allows users to manage critical business entities including Organizations, Pipelines, Users, Filters, and Projects. It bridges the gap between conversational AI and your sales operations, enabling you to query, create, and manage records without leaving your workspace.

Installation

To get started, first ensure you have the Membrane CLI installed globally: npm install -g @membranehq/cli. Once installed, authenticate your environment using membrane login --tenant. To install the Salesmate skill specifically, run the following command in your terminal: clawhub install openclaw/skills/skills/gora050/salesmate. After installation, you must establish a connection to your Salesmate instance. Use membrane search salesmate --elementType=connector --json to find your connector ID, then initiate the handshake via membrane connect --connectorId=CONNECTOR_ID. The system will prompt you for browser-based authentication to finalize the link.

Use Cases

This skill is designed for sales professionals and operations managers who need real-time access to CRM insights. Typical use cases include:

• Automating lead management by pulling contact details into a summary report.
• Synchronizing deal progress by updating pipeline stages directly through a chat prompt.
• Monitoring team performance by querying specific user activity logs.
• Organizing sales collateral by filtering data through existing Salesmate filters.

Example Prompts

1. "Find all open deals in the 'New Business' pipeline for this quarter and summarize the top three by value."
2. "Add a new note to the contact record for 'John Doe' mentioning that we sent the follow-up email today."
3. "List the active tasks assigned to me in Salesmate and prioritize them based on the due date."

Tips & Limitations

Always check for existing connections using membrane connection list --json before creating new ones to avoid duplicate authentication sessions. If you are working in a headless server environment, remember that membrane login requires the manual copy-paste of a verification code to complete the pairing process. The skill relies on the underlying Salesmate API structure; ensure your user account has the necessary permissions within Salesmate to perform actions like editing deals or deleting records to avoid permission errors during execution. Periodically refresh your list of available actions using membrane action list to ensure you are aware of any new capabilities added to the integration.