Prep
- It is helpful to consider what you plan to use as 'triggers' for sending Zaps. Generally from SalesSling when you move to or the Sales Funnel, you can use that action as a trigger to Zap the info over.
- There is also an option for Appointment and Calendar zaps for Appointments.
Step 1
You will need a Zapier account, as they are used to integrate our SalesSling app with any of 1,500+ other apps.
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
- some customers may have our updated app - and can use 1.3.1 (they are not cross-compatible)
Step 4
Set up a Zap for your SalesSling
Step 4b
When prompted - enter the Name and API key provided from Step 2
Please contact Support if you need any assistance.