Turn Every Call Into A Salesmate Deal
Marlie AI answers inbound calls, qualifies prospects, and pushes Contacts, Deals, and Activities into Salesmate so reps spend their time selling instead of typing.
A sales-first AI phone agent for Salesmate teams
Salesmate gives growing sales teams a clean pipeline view, smart automation, and built-in calling. The weak point is the same as every CRM: leads only matter once they're actually in the system, and phone leads usually slip through the cracks.
Marlie AI plugs that gap. Every inbound call is answered, qualified, and synced into Salesmate as a Contact, Deal, and Activity — with notes, transcript, and recording attached. Your pipeline stays accurate and your reps follow up on warm, fully-logged leads.
Also useful: CRM and Zapier integrations.
What You Get with Marlie + Salesmate
Everything you need to connect your phone calls with Salesmate — fully automated, zero manual work.
Auto-Create Contacts
Inbound callers become Salesmate Contacts with name, phone, email, and qualifying data captured during the call.
Deal Creation
Qualified calls open new Deals in the right Salesmate pipeline and stage with estimated value pulled from the conversation.
Activity Logging
Every call is logged as a Salesmate Activity with summary, transcript, and a deep link to the recording.
Custom Field Mapping
Map any qualifying answer — service type, budget, timeline, source — into Salesmate custom fields for clean reporting.
Smart Deduplication
Returning callers update existing Salesmate records instead of creating duplicate Contacts or Deals.
Real-Time Sync
Contacts, Deals, and Activities appear in Salesmate within seconds of the call ending — pipeline stays current.
How It Works
Get up and running with Salesmate in minutes — no coding required.
Connect Salesmate
Authenticate Salesmate from the Marlie dashboard with your access key and team URL — no developer required.
Map Pipelines & Fields
Pick the Salesmate pipeline Marlie writes to, define stage routing per call intent, and map custom fields.
Marlie Answers & Qualifies
Inbound calls are answered 24/7. Marlie qualifies the caller using your script and detects deal intent.
Salesmate Pipeline Updates
Contacts, Deals, and Activities are created or updated in Salesmate in real time and assigned to the right rep.
Built for Real Scenarios
See how businesses use Marlie + Salesmate to capture more leads and streamline operations.
High-Velocity Inside Sales
A small sales team takes dozens of inbound calls a day and rarely logs them all in Salesmate.
Every call automatically becomes a Contact and Activity in Salesmate, with Deals created on qualified leads — reps stop typing and start closing.
After-Hours Lead Capture
Prospects call evenings and weekends but the sales team only works business hours.
Marlie qualifies the lead, books a callback, and lands a fully-noted Deal in Salesmate ready for the next morning.
Multi-Pipeline Teams
A services business runs separate Salesmate pipelines for different lines of work.
Marlie routes each Deal into the right pipeline and stage based on the caller's qualifying answers — no manual sorting.
Frequently Asked Questions
Common questions about the Marlie AI + Salesmate integration.
Which Salesmate plans work with Marlie?
Can Marlie create Deals in specific pipelines and stages?
Will Marlie create duplicate Contacts in Salesmate?
Can Marlie populate Salesmate custom fields?
How are calls assigned to reps?
Are call recordings stored in Salesmate?
Related Integrations
Marlie AI connects with more than just Salesmate. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Salesmate?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
