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 can be a great way to streamline your workflow and ensure that all interactions are captured and tracked efficiently. Here’s a step-by-step guide to help you achieve this automation:
### Step-by-Step Guide to Automate Correspondence from Drippify to Salesmate CRM
1. **Identify Key Correspondence Data:**
- Determine what correspondence data you want to capture from Drippify (e.g., email conversations, notes, responses).
2. **Use Zapier for Integration:**
- **Zapier** is a powerful automation tool that can connect Drippify and Salesmate CRM. Create a Zapier account if you don’t have one.
3. **Create a New Zap:**
- In your Zapier dashboard, click on **"Make a Zap"**.
4. **Set Up Trigger (Drippify):**
- **Choose App & Event:** Select Drippify as the app and select the appropriate trigger event (e.g., New Correspondence).
- **Connect Drippify Account:** Follow the prompts to connect your Drippify account to Zapier.
- **Set Up Trigger:** Customize the trigger to specify what type of correspondence should initiate the automation.
5. **Set Up Action (Salesmate CRM):**
- **Choose App & Event:** Select Salesmate CRM as the app and choose the action event (e.g., Create Note,
Automating the addition of correspondence from Drippify to Salesmate CRM can be a great way to streamline your workflow and ensure that all interactions are captured and tracked efficiently. Here’s a step-by-step guide to help you achieve this automation:
### Step-by-Step Guide to Automate Correspondence from Drippify to Salesmate CRM
1. **Identify Key Correspondence Data:**
- Determine what correspondence data you want to capture from Drippify (e.g., email conversations, notes, responses).
2. **Use Zapier for Integration:**
- **Zapier** is a powerful automation tool that can connect Drippify and Salesmate CRM. Create a Zapier account if you don’t have one.
3. **Create a New Zap:**
- In your Zapier dashboard, click on **"Make a Zap"**.
4. **Set Up Trigger (Drippify):**
- **Choose App & Event:** Select Drippify as the app and select the appropriate trigger event (e.g., New Correspondence).
- **Connect Drippify Account:** Follow the prompts to connect your Drippify account to Zapier.
- **Set Up Trigger:** Customize the trigger to specify what type of correspondence should initiate the automation.
5. **Set Up Action (Salesmate CRM):**
- **Choose App & Event:** Select Salesmate CRM as the app and choose the action event (e.g., Create Note,
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