In Zapier, follow below steps to create your Zap:
- Click on + Create Zap
- Choose a Trigger App: Wufoo
- Select the Trigger Event: New Entry
- Connect Wufoo account
- To connect your Wufoo account please fill in details mentioned in below image
- Click on Continue.
- Select the form you'd like to watch for new entries.
- Click on Continue.
- You'll get an option to Test Trigger.
- Click on Test Trigger.
- You'll get the details of the latest User as the results.
- Click on Continue With Selected Records, if the obtained result looks good
- Click on Find New Records if you wish to get the results with now another record.
- Next Setup the Action (This could be creating a Contact, Company, Task, or Deal in Salesmate)
- Select the Action App as Salesmate.
- Select Create Deal as an Action Event.
- Connect your preferred Salesmate account.
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Select an existing account or Connect to a new Salesmate account Next, you'll be asked to name your Salesmate connection and enter your API Key.
- First login into your Salesmate Link
- Login into your Salesmate Link ex. https://demo.salesmate.io using your credentials
- Navigate to the Profile Icon on the top right corner.
- Go to My Account
- Click on Access Key
- Copy the Session key to the clipboard.
To locate your API Key in your Salesmate account, please follow these steps:
- Paste your key back into your Zapier account and then “Continue”. If your API key is entered correctly your Salesmate account will now be successfully connected.
- Click on Continue.
- Map the Wufoo fields with Salesmate fields.
- Click on Continue again.
- Here, you'll get an option to Test Action.
- Go back to the Salesmate account and verify the Deal Created.
- If the Deal is been created correctly, click on Publish to publish the Zap
- Your Zap is all set !!!
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