Zapier is a powerful tool to connect Saleswhale to all different kinds of Marketing and Sales workflows that already exist within your organization!

Here are just a few examples of actions you can do with the Saleswhale-Zapier Integration:

  • Automatically enroll leads to a Saleswhale campaign from Google Sheet, Hubspot, Marketo, Pardot or LinkedIn Ads
  • Automatically create a webinar registrant in Zoom, On24, or Gotowebinar when a lead is qualified in Saleswhale.
  • Stop all follow-up emails in a campaign when a lead registers for a webinar
  • Stop all follow-up emails in a campaign when a lead already booked a demo with a sales rep over their Calendly link.

In this article, we'll cover:

  • How to connect your Saleswhale account to Zapier
  • Some examples of what you can automate with Zapier and Saleswhale

How to connect your Saleswhale account to Zapier:

Steps:

1. If you already have a Zapier account, you can start to enable Saleswhale integration with Zapier by clicking on this invitation link.

2. Create the first Zap between Saleswhale and an app you are using for your marketing and sales team.

3. Select the latest version of the Saleswhale app to start the authorization.

4. Copy and paste your Saleswhale account API to Zapier to activate the connection. To find the Saleswhale's API token, go to your Account -> Settings and scroll down to the bottom of the page.

Some examples of what you can automate with Zapier and Saleswhale

Create and enroll leads from Hubspot, Marketo or Google Sheet

Instead of manually exporting and uploading a CSV file of contacts to Saleswhale from your Marketing Operation platforms, you can use Zapier to automate the lead creation and enrollment to a Saleswhale campaign.

Here is how the flow setup looks like in Zapier

Hubspot + Saleswhale - Enroll Leads

Steps to set this up, for example, for Hubspot & Saleswhale:

  1. Select Hubspot in “When this happens..”. You can then select “New Form Submission” as a Trigger for example.
  2. Select Saleswhale in “Do this…” as an Action. You can then select “Create new Lead” as the first Action.
  3. In the Customise Lead step, select “First Name”, “Last Name”, “Email” from your Hubspot form. Saleswhale requires at least “First name” & “Email” data to create a new lead.
  4. Add 1 more step in Saleswhale to enroll the new lead created in step 3 to a Saleswhale’s campaign. This time, select “Create Enrollment” as the Action.
  5. Under the Campaign ID field, you can search and select the Saleswhale campaign you want to enroll your lead to.
  6. Under the Lead ID field, select the “ID” created in the previous Zapier step. Saleswhale will automatically create and enroll this lead from Hubspot to selected campaigns

Automatically create a webinar registrant when a lead is interested to attend your webinar

If you are running a webinar and use our AI Assistant to send out an invitation, you can let Saleswhale automatically create a webinar registrant.

Instead of asking your customers to fill in another form to get a seat to your webinar, you can use our AI to take care of the email conversation and create a webinar registrant when your customer replies with interest.

We will use Zoom as an example. This workflow can also be used for On24, Gotowebinar, Livestorm, or any webinar app listed on Zapier App Store.

Before setting up the integration to Zoom, you should have a webinar invitation campaign created with Saleswhale.

Steps to set up Zoom integration with Saleswhale:

  1. Select Saleswhale in “When this happens..”. You can then select “Conversation Ended” as a Trigger.
  2. Select "Qualified" in Conversation Status & the name o your Saleswhale campaign. If you don't select any campaign, all conversations with selected status for all campaigns will trigger the Action in step 4. Click Skip Test if you don't have any data yet.

3. Click the "+" sign to add a Search. Select the Saleswhale app again in the second act. You can then select "Find Lead in Saleswhale" as the Action.

  1. Select Zoom in “Do this…”. You can then select “Create Webinar Registrant” as the first Action
  2. In Customize Create Webinar Registrant step, select your webinar hosted by Zoom in “Upcoming Webinar”. Then insdr the email and first name data from Saleswhale in step 2 - "Find Lead in Saleswhale".

Here is how the flow setup looks like in Zapier

Cancel conversations when a lead books a meeting on a sales rep Calendly link

If you are using Calendly or Chili Piper to help your sales rep get more meetings from your leads, you can use Zapier to cancel your AI Assistant's conversations automatically if the lead already books a meeting.

Here is how the flow setup looks like in Zapier

Steps to set this up:

  1. Select Calendly in “When this happens…”. You can then select “Invitee created” as Trigger to Salewhale.
  2. Select Saleswhale in “Do this…” as Action in Zapier. You can first use the Zapier search to find the lead email based on Calendly Invitee data. You will need to have data for at least first name and email fields for a Saleswhale lead.
  3. Select Saleswhale again in the second act. You can then select "Cancel Conversation" as the Saleswhale action from Calendly Trigger.
  4. In the “Customise Conversation” step, select the “Lead ID” found from step 2. Saleswhale will cancel any follow-up conversations between our AI Assistant and this lead.

Cancel conversations when a lead registers for a virtual event, download content or sign up to a demo form hosted by Marketo, Hubspot, or Pardot.

Here is how the flow setup looks like in Zapier:

You can also use a similar workflow with a marketing platform like Hubspot, for example, when you want your AI Assistant to stop conversations with a lead if they already filled in a registration or demo form outside of Saleswhale.

Steps to set this up with Hubspot:

  1. Select Hubspot in “When this happens…”. You can then select “New Form Submission” as a Trigger to Salewhale.
  2. Select Saleswhale in “Do this…”. You can first use the Zapier search to find the lead email based on Hubspot form submission data. You will need to have data for first name and email fields for a Saleswhale's lead.
  3. Select Saleswhale again in the second act. You can then select "Cancel Conversation" as the Action.
  4. In the “Customise Conversation” step, select the “Lead Id” found from step 2. Saleswhale will cancel any follow-up conversations between our AI Assistant and this lead.

Glossary

Actions

Action steps in Zaps can create new items in an app or update existing items with a create action or find existing items in an app with search actions (which can optionally be paired with creating actions to add a new item if the search does not return a result).

Every action additionally returns output fields detailing what was created—and that data can be used in subsequent steps to build detailed workflows.

Available Actions with Saleswhale:

  • Search for Lead using Lead ID
  • Select a campaign from a list
  • Create a New Lead: Create a new lead in Saleswhale. We will need email & first name data from Triggers.
  • Create Enrollment: Enroll a Saleswhale lead to a campaign. Often used together with Create a New Lead

Searches

This is the second step of your Zap process and helps Saleswhale send internal messaging to and from Zapier to get you the right information. You can search by using two properties at the moment:

  • Lead ID
  • Campaign (Name & ID)

Triggers

A Trigger is an event that starts a Zap. For example, conversation qualification is a trigger that you can use from Saleswhale (upcoming)

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