Step 1

You will need a Zapier account, as they are used to integrate our SalesSling app with any of 1400+ other apps.

Step 1b

Also - it would be helpful to consider what you plan to use as 'triggers' for sending Zaps. Generally from SalesSling when you move between buckets in the Sales Funnel, you can use that action as a trigger to Zap the info over.

Step 2

Under Settings>Integration, is the Auth info for connecting via Zapier. 

Note: You may need to contact your Account Manager to enable this feature for you.

Step 3

HERE is the invite link for our Zap App

Please use the latest 1.2.4

Step 4

Set up a Zap for your SalesSling

Please contact Support if you need any assistance.