Hello, Comunity.
I have a task like automating the addition of leads from Drippify to Salesmate CRM.
I have already figured out in the initial step how to connect with Drippify and automatically add leads + custom note
Is there any way to automate adding correspondence with a person from Drippify to CRM?
It should look like step 4 in the chain in the photo.
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Hello!
Automating the addition of correspondence from Drippify to Salesmate CRM involves integrating the two platforms so that any communication or notes from Drippify are automatically synced with your Salesmate CRM. Here's a step-by-step guide to help you achieve this:
### Step 1: Connect Drippify and Salesmate via Zapier
Zapier is a tool that connects different apps and automates workflows between them. You can create a "Zap" to automate the addition of correspondence from Drippify to Salesmate.
1. **Sign Up/Login to Zapier**: If you don't have a Zapier account, sign up for one. If you already have an account, log in.
2. **Create a New Zap**:
- Click on the "Make a Zap" button.
3. **Choose a Trigger App**:
- Select Drippify as the trigger app.
- Choose the appropriate trigger event (e.g., New Lead, New Note, etc.).
- Connect your Drippify account to Zapier.
4. **Set Up Trigger**:
- Follow the instructions to set up the trigger. This usually involves selecting the specific event you want to trigger the automation.
5. **Choose an Action App**:
- Select Salesmate as the action app.
- Choose the action event (e.g., Create or Update a Contact, Add Note, etc.).
- Connect your Salesmate account to Zapier.
6. **Set
Automating the addition of correspondence from Drippify to Salesmate CRM involves integrating the two platforms so that any communication or notes from Drippify are automatically synced with your Salesmate CRM. Here's a step-by-step guide to help you achieve this:
### Step 1: Connect Drippify and Salesmate via Zapier
Zapier is a tool that connects different apps and automates workflows between them. You can create a "Zap" to automate the addition of correspondence from Drippify to Salesmate.
1. **Sign Up/Login to Zapier**: If you don't have a Zapier account, sign up for one. If you already have an account, log in.
2. **Create a New Zap**:
- Click on the "Make a Zap" button.
3. **Choose a Trigger App**:
- Select Drippify as the trigger app.
- Choose the appropriate trigger event (e.g., New Lead, New Note, etc.).
- Connect your Drippify account to Zapier.
4. **Set Up Trigger**:
- Follow the instructions to set up the trigger. This usually involves selecting the specific event you want to trigger the automation.
5. **Choose an Action App**:
- Select Salesmate as the action app.
- Choose the action event (e.g., Create or Update a Contact, Add Note, etc.).
- Connect your Salesmate account to Zapier.
6. **Set
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