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Question

How can I automate adding correspondence from Drippify to Salesmate?

  • 19 September 2024
  • 2 replies
  • 9 views

Hello, Comunity.
I have a task like automating the addition of leads from Drippify to Salesmate CRM.
I have already figured out in the initial step how to connect with Drippify and automatically add leads + custom note
Is there any way to automate adding correspondence with a person from Drippify to CRM?
It should look like step 4 in the chain in the photo.

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2 replies

Troy Tessalone
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  • Zapier Expert
  • 30341 replies
  • September 18, 2024

Hi @S.Korzun 

What Salesmate CRM Zap action are you trying to use in Step 4?

https://zapier.com/apps/salesmate/integrations#triggers-and-actions


SamB
Community Manager
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  • Community Manager
  • 7006 replies
  • September 24, 2024

Hi there, @S.Korzun! 👋

Were you since able to get this solved? If so, we’d love it if you could spare a few moments to share what the solution was. This would be super helpful to others in the Community that are looking to to the same thing.

If not, can you tell us a bit more about what you want added? Is it that you want to send out an email or are you wanting to make a note of correspondence that has already been sent, in Salesmate?

Looking forward to hearing from you on this!