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.
Step 3 - Link Zapier to your SalesWings cockpit
Click on Create a Zap
Go to Trigger customisation
Look for SalesWings by search
Choose SalesWings Helium (1.0.5)
Zapier will offer you to sign in to SW Helium
Click on Sign in and additional window will be opened. Here, add the token generated in SalesWings cockpit, in Settings.
Congratulations, you are now ready to create you first Zaps!
If you have questions, please contact us at firstname.lastname@example.org!