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:

Contact

Use contact ID, name or email address for searching or updating a specific contact in your system.

Activity

Search and update you activity records with activity ID, title.

Deal

You can search and update your deal records with Deal ID and title.

Company

Use the company ID, name or website for searching and updating company records in your CRM system.

Recommanded Readings:

Zapier Integration

Automate Salesmate Tasks using Zapier

Tags:   

Saptarshi Das

A writer with an uncommon funny bone and a knack for perfection, Saptarshi loves to write about anything that can be of help to businesses, people, and dogs! A true human at heart, he likes to spend most of his time researching the internet to find ways technology is influencing our daily life (positively).