How to use Zapier Integration?

We at SalesBlink understand how important API integration is, and that is why we offer native integration to Zapier. ðŸ™Œ

Once you connect to Zapier, your SalesBlink account can access more than 3000 top tools and apps that can help your business grow rapidly. ðŸŽ‰

Here's how you can use Zapier integration, ðŸ‘‡

1️⃣ Go to 'Integrations' from the side menu.

2️⃣ Select the 'Zapier' icon from the integrations available. 

3️⃣ You will get redirected to Zapier.com, where you can log in to your Zapier account. 

4️⃣ You will need to enter your API Key to connect SalesBlink with Zapier.

5️⃣ Now, you can create Zaps.

 ðŸ‘‰ What Is A Zap?

A Zap refers to a workflow that automatically connects apps. It has one trigger and action steps. As the trigger event occurs, the Zap will run the action steps. You just have to switch the Zap on. 

 ðŸ‘‰ How To Create Zaps?

Let's move on to creating Zaps. 

There are two ways of creating zaps, and they include using a Zap template or from scratch. 

Here's how you can create a Zap using templates,

1️⃣ Find Zap templates on Dashboard 

2️⃣ Click on 'Try it' to use the one you want to.

If you want to create Zaps from scratch, here's what you need to do,

1️⃣ Go to the sidebar menu on the left of your Zapier account.

2️⃣ Click on 'Make a Zap'.

3️⃣ Add a trigger by 

  • Choosing the trigger app, which is SalesBlink
  • Selecting the trigger event
  • Selecting your app account 
  • Setting up your trigger options
  • And Finally, testing the trigger

Upon successful setting up of your trigger, you will see the icon of a green checkmark. 

Now you can Add Actions in different apps.

Before creating an Action, you will need to add a trigger from some other app.

4️⃣ Add an action by

  • Choosing the action app, which is SalesBlink
  • Selecting the action event
  • Selecting your app account 
  • Setting up your action
  • And Finally, testing your action

Upon successful setting up of your action, you will see the icon of a green checkmark. 

You are free to customize your Zap by adding additional actions, using a search step, adding filters, formatting data in your Zap, adding delays and paths. 

5️⃣ Give a name to your Zap

Give your Zap a name by clicking on 'Name your Zap' on the top left. Doing so will help you find it easily on your dashboard. 

6️⃣ Turn your Zap on and get going. 

Here's Zapier's video tutorial for your help - https://www.youtube.com/watch?v=3S1yzf9FDnk

🔆We hope you now have an idea of Zapier integration. 

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