Salesmachine
The Salesmachine modules allow you to monitor, create, update, send, retrieve, and list the accounts, contacts, and events in your Salesmachine account.
A Salesmachine account – create an account at salesmachine.io
Connecting Salesmachine to Boost.space Integrator
To connect your Salesmachine account to Boost.space Integrator you need to obtain the API Token from your Salesmachine account and insert it in the Create a connection dialog in the Boost.space Integrator module.
1. Write to the sales@salesmachine.io account.
2. Go to Boost.space Integrator and open the Salesmachine module’s Create a connection dialog.
3. In the Connection name field, enter a name for the connection.
4. In the API Token v2 field, enter the token received from the sales team, and click_Continue_.
Enter the v1 API token for the following modules:
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Create/Update a Contact
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Create/Update an Account
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Create an Event
The connection has been established.
Contacts
You can create, update, list, retrieve, and delete the contacts using the following modules.
List Contacts
Gets a list of contacts.
Connection
Establish a connection to your Salesmachine account.
Limit
Set the maximum number of contacts Boost.space Integrator should return during one execution cycle.
Archived
Select whether you want to list the archived contacts.
Order
Select or map the order in which you want to list the contacts.
Sort
Select or map the option to sort the contacts.
Get a Contact
Gets a contact.
Connection
Establish a connection to your Salesmachine account.
Contact ID
Select or map the Contact ID whose details you want to retrieve.
Create/Update a Contact
Creates or updates a contact.
Use the V1 API token to establish the connection for the proper execution of scenarios.
Connection
Establish a connection to your Salesmachine account.
Contact UID
Select or map the Contact UID whose details you want to update.
Enter (map) the contact’s email address.
Name
Enter (map) the contact’s name.
Gender
Enter (map) the contact’s gender.
MRR
Enter (map) the amount spent by the contact on the Salesmachine application.
Account UID
Enter (map) Account UID related to the contact.
Churn Date
Enter (map) the date on which the contact has canceled their subscription.
Churn MMR
Enter (map) the amount lost due to the cancelation.
Churn Reason
Enter (map) the reason for canceling the subscription.
Churn Comment
Enter (map) the comment text for churning the contact.
Delete a Contact
Deletes a contact.
Connection
Establish a connection to your Salesmachine account.
Contact ID
Select or map the Contact ID you want to delete.
Accounts
You can create, update, list, retrieve, and delete the accounts.
List Accounts
Gets a list of accounts.
Connection
Establish a connection to your Salesmachine account.
Limit
Set the maximum number of accounts Boost.space Integrator should return during one execution cycle.
Archived
Select whether you want to list the archived accounts.
Order
Select or map the order in which you want to list the accounts. For example, ascending.
Sort
Select or map the option to sort the accounts. For example, Created at.
Get an Account
Gets an account.
Connection
Establish a connection to your Salesmachine account.
Account ID
Select or map the Account ID whose details you want to retrieve.
Create/Update an Account
Creates or updates an account.
Use V1 API token to establish the connection for proper execution of scenarios.
Connection
Establish a connection to your Salesmachine account.
Account UID
Select or map the Account UID whose details you want to create or update. If the specified Account UID is not present then a new account will be created.
Name
Enter (map) the account name.
MRR
Enter (map) the amount spent by the account.
Domain
Enter (map) the domain of the account.
Chum Date
Enter (map) the date on which the account was canceled.
Churn MMR
Enter (map) the amount canceled by the account.
Churn Reason
Enter (map) the reason for canceling the account.
Churn Comment
Enter (map) the comment text explaining the reason to churn the account.
Delete an Account
Deletes an account.
Connection
Establish a connection to your Salesmachine account.
Account ID
Select or map the Account ID you want to delete.
Events
Create an Event
Creates an event.
User V1 API token to establish the connection for proper execution of the scenarios.
Connection
Establish a connection to your Salesmachine account.
Contact UID
Select or map the Contact UID whose event you want to create.
Event UID
Select or map the Event UID you want to create.
Account UID
Select or map the Account UID related to the event.
Display Name
Enter (map) the event name that displays in the account.
Other
You can make API calls using the following modules.
Make an API Call
Performs an arbitrary authorized API call.
Connection
Establish a connection to your Salesmachine account.
URL
Enter a path relative to https://api.salesmachine.io For example: /v2/accounts
For the list of available endpoints, refer to the Salesmachine API Documentation.
Method
Select the HTTP method you want to use:
GET to retrieve information for an entry**.**
POST to create a new entry.
PUT to update/replace an existing entry.
PATCH to make a partial entry update.
DELETE to delete an entry.
Headers
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.
Query String
Enter the request query string.
Body
Enter the body content for your API call.
Example of Use – List Contacts
The following API call returns all the contacts from your Salesmachine account:
URL: /v2/Contacts
Method: GET
Matches of the search can be found in the module’s Output under Bundle > Body > data.
In our example, the 3 contacts were returned:
Legacy article, imported from the original Boost.space knowledge base (/knowledge-base/applications/crm-and-sales-tools/salesmachine/).
