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Operate As

Integration

Salespanel

B2B website visitor identification and lead activity tracking. Your client pastes their Salespanel key once, and your agent or your code works with their access.

CRM and sales

About Salespanel

Through Operate As, your agent, n8n workflow or code works in Salespanel with your client's own access. Your client pastes their API key from Salespanel once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Salespanel's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Salespanel

Salespanel · CRM and sales

API key

B2B website visitor identification and lead activity tracking

The client pastes their API key from Salespanel's settings. We store it encrypted.

Tested against Salespanel's live API.

Building with Salespanel? The docs have setup steps and code for every tool.

Open the Salespanel docs

Tools

Your agent calls any endpoint of Salespanel's API with the request tool, with the client's access attached.

Base URL for request

https://salespanel.io/api/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/salespanel/{path}

    Any endpoint of Salespanel's own API, with the client's access attached.

    servicestringrequired
    This service: salespanel
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://salespanel.io/api/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Salespanel key you paste, with only the access you gave that key

Related

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Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

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