Retrieve Salemate CRM Company ID Dynamically

Questions
1

Hi Family,

I am sending some data via webhook. The webhook data contain a phone number of a company in Salesmate CRM. How can I use the phone number to retrieve the company details in the CRM?

Salesmate “Get a Company module” asked to produce company ID to retrieve company details, which I cannot generate dynamically, except going to the CRM itself to copy and paste. All I have is just the phone number.

Please, I need your help.

Thank you.

3

Hey there,

you can use the generic Salesmate Make an API call module to call the Search a Company endpoint.

4

It’s a client job and I have to deliver. So, I have no choice than to put on my thinking cap.

The Salesmate “Make an API Call” did not work. So, I use the Make HTTP module to call the endpoint and everything went 100% smoothly.

Thank you for your response. It means a lot to me