Integration
Automate with Salesmate
Salesmate keeps your sales pipeline organized and moving. NVS automates the data flows around it — enriching new contacts, triggering emails at key deal stages, and keeping your team notified.
Use Cases
Every new Salesmate contact is enriched with Clearbit company data, scored by AI, and tagged appropriately so reps always know which leads to prioritize.
Trigger
New Contact
salesmate.trigger
Fires when any new contact is created in Salesmate.
Enrich with Clearbit
clearbit.enrich
Company size, industry, and tech stack fetched from Clearbit.
Score Lead Fit
openai.gpt-4o
GPT-4o scores ICP fit and returns a one-line rationale.
IF
Score >= 7?
nvs.condition
Routes based on fit score.
YES
Output
Tag Hot + Alert Rep
salesmate.contact
Hot lead tag applied. Rep alerted in Slack with score and Salesmate link.
NO
Output
Add to Nurture Sequence
mailchimp.subscriber
Contact added to the low-touch Mailchimp nurture list.
When a Salesmate deal moves to the Proposal stage, an AI-drafted email is sent, a follow-up task is created, and the deal stage change is logged in a tracking sheet.
Trigger
Deal Stage Changed
salesmate.trigger
Fires when any deal moves to the Proposal stage.
Fetch Contact + Deal Data
salesmate.deal
Contact name, company, deal value, and notes fetched.
Draft Proposal Email
openai.gpt-4o
Personalized proposal email written using deal context and contact data.
Send Email
gmail.send
Proposal email sent from rep's Gmail account.
Output
Log + Create Follow-up Task
google.sheets
Stage change logged. 2-day follow-up task created in Asana.
Every Friday, all open Salesmate deals are pulled, grouped by stage, and posted as a formatted digest to the sales team's Slack channel.
Trigger
Friday 4pm
schedule.cron
Weekly pipeline digest runs every Friday afternoon.
Fetch Open Deals
salesmate.deals
All open deals with stage, value, owner, and last activity fetched.
Format Digest
openai.gpt-4o
Deals grouped by stage and formatted as a concise weekly pipeline summary.
Output
Post to #sales
slack.message
Pipeline digest posted: stage-by-stage breakdown with total pipeline value.
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