We have added eight new zaphooks to the Zapier-Salesmate integration for the purpose of providing a seamless ease of use to our customers. This upgrade is provided to counter the pain point of duplications and the inability of searching and making changes to the CRM records.
With these “zaphooks”, our clients can now coherently search and update the information of Contacts, Activities, Deals and Company, even from an external system.
For example, you export the contacts and maintain it in your Google Sheet. With a simple zaphook integration, you can now search any contact using the Contact ID, Name, and Email. If you find any duplication you can make changes to the record or discard it from the system completely.
The changes made by you in the Google sheet will automatically get reflected inside the Google contacts with the help of the Zaphooks and reflect in your Salesmate CRM.
With this upgrade:
- Avoid Duplication of records
- Have quick, simple and all-time access to the records
- Create multiple-step zaps for searching and updating your system records
The Search and Update criteria for your CRM Records are given below:
Use contact ID, name or email address for searching or updating a specific contact in your system.
Search and update you activity records with activity ID, title.
You can search and update your deal records with Deal ID and title.
Use the company ID, name or website for searching and updating company records in your CRM system.