Creating Integrations using Zapier

Zapier makes it easy to connect apps together. 

Thousands of apps are available for integration such as QuickBooks, Google Sheets, Shopify, Stripe, WooCommerce, Powerdialer, RingCentral and of course, SalesNexus.

Go to Settings > Create & Change Fields > select the fields you want your Zap to update and make sure that “Available in Zapier” is checked.

In Zapier, Create New Zap and choose the app you want to connect with SalesNexus.

Choose your Trigger. This is the other app that will be updating SalesNexus.

Choose the Trigger Event – when should the app update SalesNexus.

Connect App. Enter your credentials for this app

Click Continue

Test Trigger – this verifies that you’re connected to the other app and Zapier can access the data you want.

Continue to Connect SalesNexus. Find SalesNexus in Zapier.

Choose SalesNexus and connect by entering your credentials.

Choose your Action Event. This is what to do in SalesNexus when the Trigger is activated in the other app.

Explanation of Actions:

Create Contact – creates new contacts

Update Contact – matches existing contacts by email address and updates specified fields.  This also creates new contacts is a match is not found.

Map Fields – choose which fields will go into the fields available in SalesNexus.

If you don’t see SalesNexus fields that you want to update, go to Settings > Create & Change fields > check the Available in Zapier option for the desired fields.

Continue to Test Zap. This will update SalesNexus with the data gathered when you tested your trigger. Look in SalesNexus to verify the information was added/updated properly.

Click Publish – Your Zap is live and working!

Want to Integrate SalesNexus with other platforms and softwares? Looking for information on our API?

Here's all our api info - https://www.salesnexus.com/integration-crm-software

(look for the API Guide button)

 

We're also on the Zapier.com platform. 

 

Here's an example integration - https://www.youtube.com/watch?v=kvb1409vH4Y

 

 Have more questions? Send an email to [e-mail] and we'll be happy to answer them!