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 again.
• 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 Action Event.

• Connect your preferred Salesmate account.

• Either 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. To locate your API Key in your Salesmate account, please follow these steps:

  •  First login in to your  Salesmate Link
  • Login into your Salesmate Link ex. https://demo.salesmate.io using your credentials
  • Navigate to the Profile Icon on top right corner.
  • Go to My Account
  • Click on Access Key
  • Copy the Session key to the clipboard. 

  
  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.

• Click on Test Action.

• If the results looks fine you can go ahead and Publish Zap.
• Your Zap is all set!!!
• Name it, Enable it and Save.