In this guide, we will show you how to combine SalesWings & Zapier to enable your business to move information between SalesWings and your other web applications automatically, so you can focus on your most important work.
Prerequisite: You must have a Zapier account before you start the connection process.
Step 1 - Login to SalesWings and navigate to the Zapier Settings area
- Click here to access the Settings area in SalesWings.
- Next click on the Zapier logo to expand the Zapier settings area.
Step 2 - Connect SalesWings to Zapier using 'Invite-only mode'
Click on the 'Get access -> invite-only mode' button shown below.
A new tab should automatically open and a secure Zapier invitation page will load, click on the 'Login to Accept Invite' button shown below.
The page will then redirect to the Zapier login page, please follow the onscreen instructions to login to your Zapier account.
If you have questions, please contact us at email@example.com!
You may also be interested in these other Zapier guides
> How to create a work flow based on a lead's visited web pages?
> How to connect Saleswings to your CRM?
> How to setup custom alerts for your team?
> How to add Saleswings contacts to email lists in other apps?