Zapier helps you connect Salesgear with the rest of your stack - CRMs, spreadsheets, Slack, project tools so your workflows run automatically.
Instead of manually copying data across tools, you build simple automations in Zapier called Zaps.
Why this integration is useful
With Salesgear + Zapier, you can:
Eliminate manual updates between Salesgear and other apps
Keep your CRM, Sheets, and internal tools in sync automatically
Build workflows like:
Send âopted-out contactsâ to Google Sheets instantly
Create Salesgear contacts from HubSpot/Pipedrive/Close automatically
Trigger team alerts in Slack when someone replies
How to connect Salesgear with Zapier
In Salesgear, go to Settings â Integrations
Find Zapier and copy your API key (youâll use this to authenticate)
Click Configure (this opens Salesgearâs Zapier invite page)
In Zapier, click Accept Invite & Build a Zap
Go to Zapier â My Apps
Click Add connection
Search for Salesgear and select it
Enter:
API key (from Salesgear)
Your Salesgear email (Settings â My Profile)
Click Yes, continue
â Your Salesgear account is now connected to Zapier. You can start building Zaps right away.
