Connect Salesmate

Put your Salesmate accounts, contacts and deals on the map so reps can see what's nearby and managers can see coverage at a glance.

1. Open Data Sources

In GeoMaps, open the menu in the top-right corner of the map and choose Data Sources. Add a new source and select Salesmate to open its connection form.

2. Connect Salesmate

Salesmate connects with your workspace and a Session Token.

• In Salesmate, click your profile picture → My Account → Access Key, and copy the Session Key / Session Token (the third token — *not* the Access Key).
• In GeoMaps, enter your workspace (the part before .salesmate.io, e.g. acme) and the Session Token, then connect.
• Choose the objects to import — Contacts, Companies, Deals or Activities.

Use the Session Token specifically — the plain Access Key can't list records and is rejected.

3. Choose what to map

Pick the object(s) you want to plot and confirm which field holds the address (GeoMaps suggests one for you). Every record is geocoded and dropped on the map, then kept in sync on a schedule as your data changes.