Zapier

We understand that your Salespanel data needs to be moved to different platforms to serve different purposes. From email marketing tools to CRMs, every part of your sales and marketing process can benefit from Salespanel data. This is why we have chosen to integrate Salespanel with Zapier.

What is Zapier?

Zapier is an integration solution that can connect Salespanel with over 1500 web applications. You can send leads and their data from Salespanel to any supported platform using Zapier. You can also create workflows like adding qualified leads to CRM or sending email drips to low touch leads using our Zapier integration. Almost all major web apps support Zapier.

What can you do with Salespanel’s Zapier integration?

The automation possibilities are endless. Here are a few examples:

• Get alerted on your team collaboration messenger like Slack.
• Get leads added to sales pipeline when they cross the lead score requirement.
• Segment leads and add to different drip campaigns based on characteristics.
• Add leads to newsletter tools like Mailchimp.
• Send sales-ready leads to CRM like Salesforce.

How to get started?

To get started, open the Workflow Automation settings from the Plugins & Integrations section inside your Salespanel dashboard. You will see an option to start the Zapier integration. You can also directly visit this link.

If you don’t already have a Zapier account, you will be prompted to create one.

On the next step, you will be asked to select a trigger option. You will have to decide when you want the action to be performed. The options are:

Transferring the data

Now that you have selected your trigger option, you will need to choose where you want the data to be sent to. To check if your tool is supported, all you need to do is search for your tool in the Action step. For example, if you want to send the data to Zoho, search for Zoho in the search bar. Once you have selected it, the options will be shown to you. For Zoho, these are the options:

Zapier triggers for Salespanel

Select the desired action and complete the setup. The next time a desired trigger is activated, leads will be transferred to your application of choice. With the Zapier integration, Salespanel will be able to connect with all applications your business uses to create a seamless process. You can create multiple automation workflows according to your requirements.