1. Create Deals in Salesmate from Google Forms
In Zapier, follow below steps to create your Zap:
- Click on Make a Zap
- Choose a Trigger App: Google Forms
- Select the Trigger and Connect* with Google Forms
- Next Setup the Action ( This could be creating a Contact, Company, Task or Deal in Salesmate)
- Depending on your business flow you can create any. We are taking an example of Creating a Deal.
- Select the Action App as Salesmate
- In Action, Select Create Deal
- Connect to Salesmate
Either select an existing account or
Connect to a new Salesmate account
- Setup the variables for the Deal
- Your Zap is all set !!!