15. Create deals in Salesmate from Zendesk contacts

In Zapier, follow below steps to create your Zap:

• Click on Make a Zap

• Choose a Trigger App: Zendesk

• Select the Zendesk Trigger: "New User"

• Provide your Zendesk connection details

• Test connection and Continue

• Now, Choose an Action App: "Salesmate"

• Select Salesmate Action: "Create Deal"

• Select existing Salesmate Account OR "Connect a New Account" 
• Provide your Salesmate connection details

• Set Up Template: This is a step to map your Zendesk fields with Salesmate.
• Example:
• Pipeline: Sales
• Title: (Step1|Name) Deal
• Contact: Use a Custom Value (advanced) > (Step1|Name)
• Owner: (Select appropriate owner)
• Stage: (Select appropriate Stage)
• Status: Open
• Tag: Zendesk (optional)

• Test this step, Create and Continue

• Your Zap is all set !!!

• Name it, Enable it and Save it.

Note: This will create a contact and its respective deal in Salesmate.

Zendesk being a Premium App on Zapier. You will need at least a Basic Plan on Zapier to run this integration.