6. Create Deals in Salesmate from Google Spreadsheets

In Zapier, follow the below steps to create your Zap:

• Click on Make a Zap

• Choose a Trigger App: For Eg: Google Spreadsheet (you can choose other available options as well)

• Select the Trigger: New Spreadsheet Row (Triggered when a new row is added to the bottom of a spreadsheet)
• Click on Save + Continue

• Connect to Google Account

• Set up Google Sheets Spreadsheet Row
• Click on Save + Continue

• Click on Continue
• Next Setup the Action (This could be creating a Contact, Company, Task or Deal in Salesmate)
• Depending on your business flow you can create any. We are taking an example of Creating a Deal.

• Click on Fetch and Continue
• Test the Zap step if needed (use this as a sample for setting up the rest of your Zap.)
• Continue
• Select Salesmate under Action

• Select the Action App as Salesmate

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:

1) This is your Salesmate Link

• Login into your Salesmate Link ex. https://xyz.salesmate.io using your credentials
• Click on the top right corner on your name symbol
• Go to My Account
• Click on Access Key
• Copy and Enter the respective keys viz.

2) Access Key 3) Secret Key 4) Session Key Click Yes, Continue Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Salesmate account will now be successfully connected. You can test it via Test button available and check for success.

• Account is now connected

• Save + Continue
• In Action - Select Find Contact

• Save + Continue
• Select your Salesmate Account - permission to connect to your Salesmate account to run this action.
• Save + Continue
• Search for Salesmate Contact
• Map the values as required
• Select this option - Create Salesmate Contact if it doesn't exist yet?

• Map the remaing fields as required in output

• Test the map fields for confirmation
• Hit Continue

• Fetch and Continue
• Get the verified message, if all is mapped properly

• Click on Add a Step
• Select Salesmate
• Search and select - Create Deal

 

• Map your Deal Pipeline with relevant fields of your choice
• Note: Required Fields like Contact, Pipeline, Stages are mandatroy to be mapped

• Test to confirm your mapping, it will give you surety on how exactly your data will be passed and reflected inside Salesmate 
• Click on Continue

• Once you Send a Test To Salesmate, you can login and verify the details
• Upon sucessfully creation of data, you should get a similar message on data being processed

• Click on Finish to complete your Zap process
• Name your Zap and you are done, dont forget to mark your Zap ON

Note : Multi level Zap can be subject to Pricing, you can check on the free offerings and pricing on Zapier.com