In the fast-paced world of sales and door knocking, efficiency is key. Sales teams and door knockers need to streamline their processes to maximize their productivity. One way to achieve this is by integrating your Sales Liger account with Job Nimbus using Zapier. This tutorial will guide you step-by-step on how to set up this integration, allowing for seamless data transfer and improved coordination.
Step 1: Creating a Zap
Login to Zapier: Start by logging into your Zapier account. If you don’t have one, you’ll need to create it.
Create a New Zap: Click on ‘Make a Zap’ to start the process.
Step 2: Setting Up the Trigger
Choose Sales Liger as Your Trigger App: Search for and select Sales Liger from the list of applications.
Set the Trigger Event: Choose ‘Adding a New Prospect’ as the trigger. This event initiates the Zap whenever a new prospect is added in Sales Liger.
Connect Your Sales Liger Account:
You will need your Sales Liger API key, which can be found in your account profile under the API settings.
Click on the ‘Sign In’ button in Zapier and paste your API key to connect your Sales Liger account.
Step 3: Testing the Trigger
Confirm the Connection: After connecting, proceed to test the trigger to ensure Zapier can access the latest prospect record from Sales Liger.
Check for Successful Data Retrieval: Zapier should be able to pull in information about the last recorded prospect.
Step 4: Setting Up the Action
Select Job Nimbus as Your Action App: After the trigger setup, search and select Job Nimbus as the action app where the data will be sent.
Choose the Action Event: Set the action to ‘Create a Contact’ in Job Nimbus.
Connect Your Job Nimbus Account:
Similarly, use the API key for Job Nimbus to link it to Zapier.
Test the connection to ensure it's working correctly.
Step 5: Configuring the Data Transfer
Map Prospect Details: You will be prompted to match the prospect details from Sales Liger to the corresponding fields in Job Nimbus. This includes:
First and Last Name
Email Address
Phone Number
Address (Ensure the format matches the Job Nimbus requirements)
Step 6: Testing the Integration
Test the Zap: With all settings configured, test the Zap to confirm that the data transfers correctly from Sales Liger to Job Nimbus.
Check Job Nimbus for the Entry: Refresh your Job Nimbus account to see if the new contact has been added as expected.
Step 7: Going Live
Activate the Zap: If the test is successful, don’t forget to turn on your Zap.
Real-World Testing: Enter a new prospect in Sales Liger and check if it automatically populates in Job Nimbus without issues.
Conclusion
Integrating Sales Liger with Job Nimbus via Zapier not only saves time but also ensures that your data handling is seamless and error-free. By automating the transfer of prospect information, your team can focus more on the doors and less on data entry. This setup not only simplifies your workflow but also enhances your team’s efficiency.
For more insightful tips and guides on using Sales Liger effectively, keep following our blog. Stay efficient, stay ahead!
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