Send Successful Deal Information To Salesforce
If you’re using Deal Manager Direct, you can send deal information to Salesforce the moment someone makes a deal as “won” in the application.
This guide will walk you through the process of configuring the “Deal Won” Zap. If you haven’t already, generate your Zapier key before you get started.
- From your dashboard, click ‘Make A Zap’.
- From the ‘Choose a Trigger App’ dropdown selector, select BuySellAds (or use the search functionality).
- Choose Your Trigger (Deal Won)
- Click ‘Connect A New Account’
- A New Popup Window Will Appear. Input Your Zapier Key; Click ‘Yes, Continue’.
- Select Your BuySellAds Account
- Click Continue
- Wait For Your Test To Successful Complete. Click Continue