📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
Sage Sales Management is now part of the long list of applications available in Zapier. Now your job can be easier, quicker and simpler than ever. You can increase your work productivity by automating some of the most repetitive and monotonous actions. With Zapier you will be able to connect Sage Sales Management with more than 1000 apps like MailChimp, Gmail or HubSpot.
What is Zapier?
Zapier is an online service that connects two or more applications. Zapier will help you to connect the apps, automate repetitive tasks and move information between them automatically. You will also be able to automate actions within Sage Sales Management.
You can create as many Zaps -an automation between web apps- as you need. For example, receiving a Slack message whenever a new account is created in Sage Sales Management.
Different parts you will find in a Zap:
A Trigger is the event in an app that starts the Zap. In the example, a Trigger will activate whenever a new account is created in Sage Sales Management.
The Action is the event that completes the Zap. Choose how you want the app to react in response to the Trigger. In the example, the Action consists in sending a Slack message previously defined by you.
You can also activate a Search instead of an Action.
Each piece of data you run through your Zap counts as a Task.
What do you need for the integration?
Have a Zapier account. Zapier offers you the possibility of a free account for a limited period of time or different paying options.
A Sage Sales Management account.
An account with any app you want to create the automatism with. Some of them can be: Slack, HubSpot, Gmail, etc.
How does it work?
To start automatising the info flow from Sage Sales Management and hundreds of apps available in Zapier, you have to create the Zaps (Trigger + Action).
With one Trigger you will be able to create one or more Actions. The integrations work both ways - you can create the Trigger in Sage Sales Management and create an Action in a different app or create the Trigger in an app and generate the action in Sage Sales Management -.
There are two ways you can create a Zap. You can use a pre-built Zap or create your own Zap for maximum customizability.
What Triggers and Actions are available in ForceManager?
TRIGGERS
New account: triggers when a new account is added.
New contact: triggers when a new contact is added.
New opportunity: triggers when a new opportunity is added.
New activity: triggers when a new activity is added.
New calendar event: triggers when a task or event is added in the calendar.
ACTIONS
Create account.
Create contact.
Create activity.
Create opportunity.
Create new calendar event.
SEARCHES
Search or create account: Lookup for accounts by name, email or phone number. Optionally, create one if none are found.
Search or create contact: Lookup for contacts by name, email or phone number. Optionally, create one if none are found.
Create a new Zap
In order to explain how the integration process with Zapier works, here you have a step by step example of an integration between Sage Sales Management and Slack.
Step 1. Log into Zapier.
Step 2. Click on the "Make a Zap" button, located at the top-righthand corner of the page.
Step 3. Choose a Trigger App. For the example, the App is Sage Sales Management.
Step 4. Choose the Trigger you want to activate. In the example, a Trigger is activated every time a new account is created.
In Sage Sales Management you have 5 different Triggers:
New account
New contact
New opportunity
New activity
New calendar item
Once you have chosen the Trigger you have to save and continue.
Step 5. You have to connect your Sage Sales Management account. Zapier will ask you for access to your account, in order to do that you have to complete the information on Public Key and Private Key. In that same window, you will find a link to access the API Key (found within your Sage Sales Management's settings menu in the "API Key Management section).
Step 6. In this step, you'll see what info from the app will be used for the Trigger. Click the "Fetch and Continue" button to make sure the Trigger works. You have to wait for the success message before proceeding.
Step 7. Everything is set for the Action. For that, you have to choose the Action app. In this example, the app is Slack.
Step 8. Just like with the Trigger, you have to choose one of the actions available for the app. You are choosing how you want the app to behave in response to the Trigger. In this example, "Send Channel Message". Save and Continue.
Step 9. Zapier will ask you to connect with your Slack account again. Complete the fields, confirm the account, save and continue.
Step 10. You have to complete the mandatory fields in order to complete the Action. In the specific example, you have to complete two mandatory fields:
Field 1 - Channel: The channel where you want to receive the data.
Field 2 - Message Text: Specify the text of the message to send every time a new account is created.
Step 11. Same as with the Trigger, test it to make sure the action is working.
Once this point is completed you can finish the Zap or you can add another action. If you want to finish it all you need to do is name it and save it in a folder in case you later want to look for it or make any modifications.
Now you don't have to communicate the creation of a new account, Zapier does it for you.
Some Zaps with ForceManager
   | Get messages when something happens in ForceManager |
  | Add new accounts in ForceManager when created in SalesForce |
  | Send emails with Gmail every time a new opportunity, contact or account has been created in ForceManager. |
 | Create a new event in ForceManager when a new appointment is created in GoogleCalendar or Office365 |
 | Create an account in ForceManager every time a new Lead is created in Hubspot |
 | You can create two zaps to make it both ways. Every time you create a task in ForceManager a Google Task is automatically created and the other way around. |