Zapier has a large selection of Salpo Actions, meaning you can add new or update existing records in Salpo and populate them with data from another app.
Add Salpo as a Zapier Action
To set up Salpo as an Action, you will need to have started by creating a Trigger from another app.
Once completed, you will move to the Action part of the Zap 'Do this...'.
In the search box, search for 'Salpo' and select the 'Salpo CRM' app.
The next step of the Action is to choose the Action 'Event'
The Salpo integration offers a number of options on ways to update Salpo. These include:
- Create a Individual
- Create a Organisation
- Create a Custom Module
- Create a Connection
- Create a Custom Connection
- Create a Communication
- Create a Scheduled Communication
- Update a Contact
- Update a Opportunity
- Update a Custom Module
Select the required Event, then 'Continue'.
Before getting to the mapping stage you will need to create or select a Salpo account.
The Choosing Account step requires a connection with Salpo. This is where you need the API Token you've generated in Salpo (see the previous guide Zapier Setup). An API token can be generated from under the Username in Salpo, under 'API Tokens' and then selecting 'Add API Tokens'. Give it a name and copy the generated code provided.
Select the dropdown and 'Add a New Account' option.
A new window will appear. Enter your Salpo Username (the one linked to the generated API Token), Salpo API Token (referred to as API Key) and the name of the Salpo instance (you can find this in the URL address when in Salpo).
Note. You only need to use the first part of the URL before the '.lhlive.com' For example, the URL of a Salpo system could be mysalpo.lhlive.com. For the name field in the Zapier window, you would use 'mysalpo' only.
Select 'Yes Continue' once the fields have been completed.
Once the Window disappears, your account will display in the dropdown, select 'Continue'.
Now you can begin mapping fields from the Trigger to the Salpo module (such as Contact, Opportunity or Custom Module).
Different fields will have different ways to enter data which you wish to update.
For example, some fields will require a selection of options directly from Salpo, such as a list of Users. Other fields will let you select from the sample values collected in the Trigger.
Custom fields such which are Select field types, will require the Option ID, found in the Salpo control panel (within the required Module page).
Other fields you might want to hard code a value, such as custom text or date fields.
Using Search Actions
In addition to the Add or Update actions available the Salpo Zapier integration also includes ways to search for an Individual by email, Organisation by name or Custom Connection by using the Module ID's connected by the Connection and specifying the Connection Type.
These can be added as a step before the Add or Action step and can be used in cases where you wish to update a record with new information but only have an email or name from the Trigger.
Creating another step before your main Action, is done by selecting the plus icon above the main Add or Update Action.
Follow the steps above to build out the Search Action but this time select one of the Search Action Events.
Once setup, you can use the results of this step in the main Action below, perhaps to update the Update Contact ID field or Update Connection Action fields.
Once all the fields you wish to update have been completed (including any required fields), select 'Continue' at the bottom of the page.
The final step of the action is to run a test to see if the data you have entered will be added to Salpo.
You will see a summary of the fields you have updated and which will be sent to Salpo. If these all look OK, then you can run a test by selecting 'Test and Continue'.
If a record is updated or created successfully, then the Zap is ready to be turned on. For the final stage (enabling and testing), read the following guide Enabling and Testing Zapier.