Zapier Integration With Salesforge

Zapier is a no-code automation platform that connects apps via “Zaps.” The Salesforge Zapier integration lets you trigger Zaps based on Salesforge events and also perform Salesforge actions from other apps. In effect, Salesforge becomes another app in Zapier, so you can link it to 3,000+ services. This unlocks a huge range of automated workflows (e.g. CRM updates, notifications, spreadsheet logging, etc.) involving Salesforge data.

Key Features

You can use Salesforge triggers such as “Positive Reply” or “Email Sent” to initiate Zaps. For example, a “Positive Reply” in Salesforge can create a deal in another CRM. Conversely, you can also have Zapier actions that create or update Salesforge contacts or sequences when an event happens elsewhere. To connect, you select Salesforge as the app in your Zap, pick the event, and then sign in. Zapier will ask for your Salesforge API Key.

How To Use It

1. In Zapier’s dashboard, create a new Zap, search for Salesforge, and pick the trigger you want (e.g. “Positive reply”).
2. In the Account step, click Sign in - Zapier will prompt for an API key.
3. Go to Salesforge Settings -> Integrations -> Zapier -> Get API Key and copy it.
4. Paste that into Zapier to connect.
5. Then configure the Zap’s action (e.g. send to Pipedrive, Slack, Google Sheets, etc.).
6. Finally, test and activate the Zap.
7. Now your Salesforge events and other apps are automated.