5. Create Deals in Salesmate using Wufoo Follow

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.

• 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 !!!