Introduction
In today's tutorial, we'll walk through how to connect your Sales Liger account to Zapier, allowing you to automate the transfer of prospects to wherever they need to go. This guide is perfect for streamlining your sales processes and making the most of your Sales Liger functionalities.
Step 1: Log Into Your Zapier Account and Create a Zap
Start by logging into your Zapier account.
Once you're in, you’ll want to click on the ‘Create Zap’ button.
Step 2: Set Up Your Trigger
The next step is to set up your trigger.
Click on the 'Make your trigger' area,
search for "Sales Liger," and select it. Currently,
Sales Liger integration is in beta, so you may see it tagged as such.
Step 3: Configure the Trigger Event
Configure the trigger event. For now, the available event is
"When you add a new Prospect in your Sales Liger account."
Select this as your trigger.
Step 4: Connect Sales Liger to Zapier
To connect your Sales Liger account to Zapier, a new window will pop up prompting you to enter an API key. To find your API key:
Go to your Sales Liger account.
Navigate to the profile section.
Click on the 'Zapier' button, where you will find your API key.
Copy this key, return to Zapier, and paste it into the designated field.
Navigate to Sales Liger profile and find the Zapier button.
Click on the Zapier button and copy the API Key
Go back to Zapier and click sign into your Sales liger account. (A new Window will pop-up)
Paste your Sales Liger API key in the field on the new window and hit continue.
Step 5: Test the Trigger
After connecting your accounts, test the trigger to ensure everything is set up correctly. This test will fetch the last prospect saved in your Sales Liger account.
Step 6: Set Up the Action
Now decide what action should follow the trigger. For instance, you could choose to send an email via Gmail. Select Gmail, pick the account you want to use, and fill in the necessary details like the recipient's email, subject, and content. You can use prospect details like ID or first name in the subject line.
Step 7: Test the Action and Review
Test the action to make sure it functions as expected. Once you confirm it’s working, the prospect information you saved should appear in the designated email inbox.
Create a contact inside sales liger to give the zap a real world test.
Confirm that the real world test was successful by checking that zapier sent the info where you directed it to with the action details.
Conclusion
You've now successfully connected your Sales Liger account to Zapier! This setup enables you to automate the movement of prospects to various destinations, optimizing your workflow and ensuring no lead is missed.
Need Further Assistance?
If you have any questions or need additional help, don’t hesitate to reach out. Our team is here to support you in making the most of your Sales Liger and Zapier integration.
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