Intent of the article:
This article explains how to integrate Salesgear with Zapier to access 3,000+ apps.
Benefits of using Salesgear + Zapier:
Zapier lets you easily connect Salesgear to different other platforms that you use often, allowing you to automate all the tedious tasks. This can be achieved by creating automatic actions called zaps in Zapier.
Here are the benefits of using Salesgear + Zapier -
No more manual work. If you are manually updating details from Salesgear to any other application, you don’t have to anymore.
You can integrate Salesgear with any platform to transfer data seamlessly, such as-
Team & project management software like Asana, Microsoft Teams,
Popular CRMs like Pipedrive, Hubspot, Close.io, Salesforce, Zendesk
other productive tools like DocuSign, Slack, etc.
For example, you can instantly send contacts who unsubscribed from your sequences every time to Google sheets. You can achieve this easily by creating a zap. Similarly, you can integrate Salesgear with your CRM to automate your daily workflows and save lots of time.
How to integrate Salesgear and Zapier?
In Salesgear, go to settings → integrations.
You will find Zapier with a unique API key for yourself to integrate the two platforms. Copy this, you'll need it for authentication purposes.
Click ‘configure’. You will be taken to the public invite page on Zapier.
Click on the ‘accept invite & build a zap’ button. You will be navigated to the zaps section of your Zapier account.
In Zapier, click on ‘my apps’, available on the left side.
Click on the ‘add connection’ button on the right.
Search for ‘Salesgear’ and choose the same. The authentication window will appear.
Enter the API key that you copied from step 2.
Enter your email address from Salesgear. You will find this in settings → my profile section of Salesgear.
Click on ‘yes, continue’ once these credentials are entered.
You will be successfully connected to Zapier. You can now start creating zaps to integrate Salesgear with any platform.
Check out this article to know more about the triggers & actions that you can configure with this integration.
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