SALESMATE

What is Salesmate CRM Connector?

Salesmate CRM Connector is a Data Studio connector that helps to connect Data Studio with Salesmate and use it as a data source in Data Studio.

Salesmate CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Salesmate?

Salesmate is an all-in-one cloud-based CRM that enriches customer interactions, boosts sales productivity, and helps win more deals.

It is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses across various industries

How does it work?

Step 1: Choose "Salesmate" connector from Google Data Studio Partner Gallery

Step 2: Provide API key and Url path. After logging into salesmate website copy the url from the address bar and use it as path for accessing Salesmate CRM. You can follow the instructions below for getting the API key.

  • Go to Your dashboard by logging into your account in Salesmate web portal.

  • From the dashboard go to "My account" section by clicking on your profile located at top right corner.

  • In "My Account" section navigate to "Access Key" and copy the "Session Key / Session Token ".




Step 3: Choose the Object you want to use

Step 4: The available fields from the Object are listed.


Step 5: Use this as a data source and continue normally with designing your report in Data Studio.

Step 6: You can customize the dashboard as you want.

Salesmate - Data Studio Dashboard

An example of a dashboard created in Data Studio with Salesmate CRM Data Connector.


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