Integrations
    4 min read

    Setting Up Zapier Workflows

    Connect SalesOS to 5000+ apps with Zapier

    Zapier Integration

    Connect SalesOS to thousands of apps through Zapier.

    Getting Started

  1. Create a Zapier account at zapier.com
  2. Search for "SalesOS" in Zapier
  3. Create a new Zap
  4. Available Triggers

    When these happen in SalesOS:

  5. New lead created
  6. Lead status changed
  7. New deal created
  8. Deal stage changed
  9. Email sent
  10. Available Actions

    SalesOS can do these:

  11. Create a new lead
  12. Update a lead
  13. Create a deal
  14. Add an activity
  15. Search for leads
  16. Example Zaps

    Lead from Form:

    Typeform → SalesOS (Create Lead)

    Slack Notification:

    SalesOS (New Deal) → Slack (Send Message)

    Spreadsheet Backup:

    SalesOS (New Lead) → Google Sheets (Add Row)

    Setting Up

  17. Choose trigger app and event
  18. Connect your accounts
  19. Map fields between apps
  20. Test the Zap
  21. Turn it on
  22. Best Practices

  23. Start with simple Zaps
  24. Test before going live
  25. Monitor Zap history
  26. Use filters to avoid unnecessary triggers
  27. Was this article helpful?

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