How to automate adding correspondence from drippidy to salesmate

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,