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:

  4. New lead created
  5. Lead status changed
  6. New deal created
  7. Deal stage changed
  8. Email sent

    9. Available Actions

    SalesOS can do these:

  9. Create a new lead
  10. Update a lead
  11. Create a deal
  12. Add an activity
  13. Search for leads

    14. 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

  14. Choose trigger app and event
  15. Connect your accounts
  16. Map fields between apps
  17. Test the Zap
  18. Turn it on

    19. Best Practices

  19. Start with simple Zaps
  20. Test before going live
  21. Monitor Zap history
  22. Use filters to avoid unnecessary triggers

    23. Was this article helpful?

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    automation
    integration