Salespanel integrates with most major CRMs with a native integration or Zapier. You can sync your contacts and Feeds from Salespanel to your CRM of choice and seamlessly automate your sales workflow.

We are currently providing a native integration with Pipedrive. Native integrations for more CRMs will open up in the future. At the moment, all other CRMs like Zoho, Salesforce, Infusionsoft, Hubspot etc. can be integrated with Salespanel using Zapier.

Integrating with Pipedrive

To integrate Salespanel with Pipedrive, please visit our app listing in the Pipedrive marketplace from here: https://marketplace.pipedrive.com/app/salespanel/15c1f310302e86f5

Click on Install Now and complete the installation. You will be prompted to Log In/Sign Up to Salespanel. Once the installation is complete, contacts will start syncing to Pipedrive in real-time.



Integrating with other CRMs using Zapier

To integrate with other CRMs, visit Plugins & Integrations > Integrations section on your Salespanel dashboard and select Zapier. You can also directly visit this link to continue.

You will be prompted to Log In. If you don’t have a Zapier account, please sign up. After sign up/log in, you will see this page:



Click on Accept Invite & Build a Zap.

You will have three trigger options:

Contact Qualified for a Feed: This will trigger when a contact is added to the Feed you select.
Contact Created: This will trigger when any contact is created when your Salespanel account.
Visiting Company Identified: This will trigger when an anonymously visiting company is identified.



Select the trigger of your choice and click Save+Continue.

In the next step, you will be asked to connect your Salespanel account to your Zapier account. To do so, copy the API token from here https://salespanel.io/api-token/ and paste it in the Zapier window and click Yes, Continue.

Note: For security reasons, your team members do not have access to this API token.



You can then test the Zap and click Continue. Next, you will be prompted to add an Action Step which will be connecting to your CRM.



Search for your CRM from the search bar and select it. Choose the action you desire and complete the setup to activate the integration.



If you need any help, please contact our live chat support or email us at support@salespanel.io.
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