Send New Deal To Salesforce When Deal Is Sent
If you’re using Deal Manager Direct, you can send deal information to Salesforce when a member of your sales team creates a new potential deal in Deal Manager Direct, and send that deal to an advertiser.This guide will walk you through the process of configuring the “Deal Sent” 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 Sent)
- 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