How to Automate Adding Correspondence from Drippidy to Salesmate
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 Drippidy to Salesmate CRM can be a great way to streamline your workflow and ensure that all interactions are properly recorded and managed. Here are a few steps you can consider to achieve this:
### 1. Use Zapier for Integration
Zapier is a powerful tool that allows you to connect different apps and automate workflows. If Drippidy and Salesmate both support Zapier, you can create a Zap (an automated workflow) to add correspondence from Drippidy to Salesmate.
**Steps:**
1. **Create a Zapier Account:** If you don't already have one, create an account at [Zapier](https://zapier.com/).
2. **Create a New Zap:**
- **Trigger:** Choose Drippidy as the trigger app and select the event that represents new correspondence (e.g., new email, new message).
- **Action:** Select Salesmate as the action app and choose the event to create a new note or correspondence entry.
3. **Map the Data:** Ensure that the data from Drippidy (e.g., message content, sender, timestamp) is correctly mapped to the corresponding fields in Salesmate.
4. **Test the Zap:** Run a test to ensure that the data is being transferred correctly.
5. **Turn on the Zap:** Once tested, turn on the Zap to start automating the process.
