WooSender

<a href="#h_87813c4081">Setting up the Trigger</a>

<a href="#h_af59e10552">Setting up the Action</a>

<a href="#h_6047b5be12">How to push data into a pipeline &amp; stage</a>

<a href="#h_1132b3a847">How to push data in based on the tag</a>

- <a href="#h_87813c4081">Setting up the Trigger</a>
- <a href="#h_af59e10552">Setting up the Action</a>
- <a href="#h_6047b5be12">How to push data into a pipeline &amp; stage</a>
- <a href="#h_1132b3a847">How to push data in based on the tag</a>

<a href="#h_d4021c1f21">How to push data out based on the tag</a>

<a href="#h_0350eb4653">How to push data out based on the appointment created</a>

<a href="#h_58cc00a8da">How to push data out based on Appointment canceled</a>

<a href="#h_19a31d63d4">Opportunity Added or Moved to Pipeline/Stage</a>

<a href="#h_25ba7504f7">How to push data out based on opportunity deactivated from pipeline/stage</a>

<a href="#h_43103430f4">How to push data out when the tag is deleted from the contact</a>

- <a href="#h_d4021c1f21">How to push data out based on the tag</a>
- <a href="#h_0350eb4653">How to push data out based on the appointment created</a>
- <a href="#h_58cc00a8da">How to push data out based on Appointment canceled</a>
- <a href="#h_19a31d63d4">Opportunity Added or Moved to Pipeline/Stage</a>
- <a href="#h_25ba7504f7">How to push data out based on opportunity deactivated from pipeline/stage</a>
- <a href="#h_43103430f4">How to push data out when the tag is deleted from the contact</a>

Find and click on "Salesforce" in the App &amp; Event section

Choose the trigger for pushing data into WooSender

Select your Salesforce account to connect

1. Find and click on "Salesforce" in the App &amp; Event section
2. Choose the trigger for pushing data into WooSender
3. Select your Salesforce account to connect
4. Click "Test trigger" and then "Continue"

Look for WooSender and click on the <b>most recent version</b> in the App

Set up the action trigger fields (Leave unassign for Round Robin)

Go to your WooSender account and verify if the test contact has been added

If the test contact has been successfully added to WooSender, publish your Zap

1. Look for WooSender and click on the <b>most recent version</b> in the App
2. Set up the action trigger fields (Leave unassign for Round Robin)
3. Click on "Test action"
4. Go to your WooSender account and verify if the test contact has been added
5. If the test contact has been successfully added to WooSender, publish your Zap

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How to push data into a pipeline &amp; stage

Select Add/Move Opportunity to Pipeline/Stage

Fill out the required actions (Pipeline, Stage, Number of Products)

1. Select Add/Move Opportunity to Pipeline/Stage
2. Connect the correct WooSender account
3. Fill out the required actions (Pipeline, Stage, Number of Products)
4. If the test contact has been successfully added to WooSender, publish your Zap
    

Fill out the required actions (Email, Name, Phone Number, and Title)

If the test contact has been successfully added to Salesforce, publish your Zap

1. Select Create Contact
2. Connect the correct WooSender account
3. Fill out the required actions (Email, Name, Phone Number, and Title)
4. Fill out the tag section
5. If the test contact has been successfully added to Salesforce, publish your Zap

1. Select Create Contact
2. Connect the correct Salesforce account
3. Fill out the required actions (Email, Name, Phone Number, and Title)
4. If the test contact has been successfully added to Salesforce, publish your Zap

How to push data out based on the appointment created

Fill out the required actions (Subject, start time, and endTime)

If the test appointment has been successfully added to Salesforce, publish your Zap

1. Select "Event" action
2. Connect the correct Salesforce account
3. Fill out the required actions (Subject, start time, and endTime)
4. If the test appointment has been successfully added to Salesforce, publish your Zap

How to push data out based on Appointment canceled

Fill out the required actions (Subject, startTime, and endTime)

1. Select "Event" action
2. Connect the correct Salesforce account
3. Fill out the required actions (Subject, startTime, and endTime)
4. If the test appointment has been successfully added to Salesforce, publish your Zap

Opportunity Added or Moved to Pipeline/Stage

Select "Opportunity Added or Moved to Pipeline/Stage" as the trigger that will initiate the transfer of data to Salesforce

1. Select "Opportunity Added or Moved to Pipeline/Stage" as the trigger that will initiate the transfer of data to Salesforce
2. Select your Salesforce account to connect
3. Select your desired "Event" trigger
4. Configure the required fields
5. Click "Continue" and then "Test action"

How to push data out based on opportunity deactivated from pipeline/stage

How to push data out when the tag is deleted from the contact

Select "Tag deleted in Woosender" as the trigger that will initiate the transfer of data to Salesforce

Select your Salesfroce account to connect

Under "Event", select "Suffix and enter the tags"

1. Select "Tag deleted in Woosender" as the trigger that will initiate the transfer of data to Salesforce
2. Select your Salesfroce account to connect
3. Under "Event", select "Suffix and enter the tags"
4. Configure the required fields
5. Click "Continue" and then "Test action"