Automatically send a direct message in Slack once a Deal is created in Salesmate Follow

In Zapier, follow below steps to create your Zap:

• Click on + Create Zap

• Choose a Trigger App: Salesmate

• Select the Trigger Event: New Deal

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

    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.

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.
• Here, you get an option to Test Trigger.

• Click on Test Trigger.
• You'll get the latest deal added as a result.

• Click on Continue again.
• Next Setup the Action (This action will be based on the application you wish to integrate Salesmate with)
• Select the Action App: Slack

• Select the Slack Action: Send Direct Message

• Connect to your Slack account
• Setup Slack Message

• Your Zap is all set!!!
• Name it, Enable it and Save.