Can Lyro create a contact or move a deal in Salesmate?

Not through this toolkit. List Modules confirms the account has Contacts, Deals, Activities, and Tickets, but the only writes exposed here are Add Product, Delete Product, and Create Company, so deal and contact work stays with your reps in Salesmate.

Can Lyro check whether a record already exists before creating it?

No, and it matters. There is no search action for products or companies - Get Company takes a company ID and Delete Product takes a ProductId - so an identifier has to come from the conversation or another system, and deduplication is a human check.

Why does Lyro read the active user list?

Get Active Users returns only users currently marked active, which keeps a routing suggestion or a user audit from naming someone who has been deactivated. It is a read of the account's users, not a way to assign work to them.

How is this different from a Salesmate step in Zapier or Make?

A Zap runs a fixed action when a trigger fires. Lyro decides mid-conversation which Salesmate call is needed and chains them - creating the company and then reading the record back, or checking the active user list before it suggests an owner - inside the exchange that raised the question.

Salesmate MCP integration

Adds and removes catalogue products, registers new companies, and reads company records and the list of currently active users.

Connect Salesmate See all integrations

6actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

Create company
Lyro creates a new company record in your Salesmate CRM. Your team adds prospects and accounts without typing in CRM forms.
Get company
Lyro retrieves detailed information about a company by ID. Your team reviews company data and history instantly.
Add product
Lyro adds a new product to your Salesmate catalog. Your team expands your product database without leaving the conversation.

See all 6 actions

How businesses use Salesmate + Lyro

Each card is one request a support team gets, and the Salesmate actions Lyro runs to close it.

Keep the product catalogue current
Lyro adds a product with its name, SKU, and price so it can be referenced on deals and orders, and deletes one by its ProductId when a line is discontinued.
Add ProductDelete Product
Register a company and read its record back
Lyro creates the company record for a new organisation as soon as the details are confirmed, and retrieves a company by ID when someone needs the full record rather than a summary.
Create CompanyGet Company
Check who and what is available in the CRM
Lyro returns only the users currently marked active, which is what routing and user audits need, and lists the CRM modules an account exposes before anything tries to write to one.
Get Active UsersList Modules

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Salesmate actions it has and picks the ones a request needs.

01
Connect Salesmate
Authorize the Salesmate account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Salesmate actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Salesmate · Lyro

Everything else about Salesmate

Setup, permissions, and the limits of what Lyro can do inside Salesmate.

Not through this toolkit. List Modules confirms the account has Contacts, Deals, Activities, and Tickets, but the only writes exposed here are Add Product, Delete Product, and Create Company, so deal and contact work stays with your reps in Salesmate.