Salesgear

Do you want to keep a record of the contacts that unsubscribed from your sequences? This zap can help you automate that. 

This integration will automatically send the contact information to Google Sheets whenever there is a contact being opted out in Salesgear. The following steps will guide you through setting up the workflow:

Connect Salesgear and Zapier. <a href="https://support.salesgear.io/en/articles/5870561-how-to-integrate-salesgear-with-zapier">Check out this article</a> to know how to integrate the two platforms.

Once the systems are integrated, go to <a href="https://zapier.com/app/zaps" rel="nofollow noopener noreferrer" target="_blank">Zapier → Zaps</a>.

Click on the ‘create zap’ button, available on the right side.

Search and select Salesgear for your trigger event.

Choose ‘contact opt-out’ from the list of triggers and click ‘continue’.

Choose a Salesgear account for Zapier to integrate.

Click on ‘test trigger’. Here, you can either choose to skip the test or test the trigger.

Next comes the action that happens whenever the above trigger is fired.

Choose the action event as ‘create spreadsheet row’ and click ‘continue’.

Choose a Google Sheets account and click ‘continue’.

Choose the required spreadsheet and worksheet.

Now, you need to map your fields in Google Sheets to the ones in Salesgear. For example, if there is a column for “first name” in the spreadsheet, then it should be mapped to the contact’s first name in Salesgear.

Once all the fields have been mapped, click on ‘test and continue’. Your test will be successful.

Click on ‘turn on zap’ to enable this automated workflow.

1. Connect Salesgear and Zapier. <a href="https://support.salesgear.io/en/articles/5870561-how-to-integrate-salesgear-with-zapier">Check out this article</a> to know how to integrate the two platforms.
2. Once the systems are integrated, go to <a href="https://zapier.com/app/zaps" rel="nofollow noopener noreferrer" target="_blank">Zapier → Zaps</a>.
3. Click on the ‘create zap’ button, available on the right side.
4. Search and select Salesgear for your trigger event.
5. Choose ‘contact opt-out’ from the list of triggers and click ‘continue’.
6. Choose a Salesgear account for Zapier to integrate.
7. Click ‘continue’.
8. Click on ‘test trigger’. Here, you can either choose to skip the test or test the trigger.
9. Next comes the action that happens whenever the above trigger is fired.
10. Search and select ‘Google Sheets’.
11. Choose the action event as ‘create spreadsheet row’ and click ‘continue’.
12. Choose a Google Sheets account and click ‘continue’.
13. Choose the required spreadsheet and worksheet.
14. Click ‘continue’.
15. Now, you need to map your fields in Google Sheets to the ones in Salesgear. For example, if there is a column for “first name” in the spreadsheet, then it should be mapped to the contact’s first name in Salesgear.
16. Once all the fields have been mapped, click on ‘test and continue’. Your test will be successful.
17. Click on ‘turn on zap’ to enable this automated workflow.