Pushing data into WooSender

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

Choose the trigger for pushing data into WooSender

Select your Salesforce account to connect

Click "Test trigger" and then "Continue"

Look for WooSender and click on the most recent version in the App

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

Click on "Test action"

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

Select Add/Move Opportunity to Pipeline/Stage

Connect the correct WooSender account

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

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

Select Create Contact

Connect the correct WooSender account

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

Fill out the tag section

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

Select Create Contact

Connect the correct Salesforce account

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

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

Select "Event" action

Connect the correct Salesforce account

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

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

Select "Event" action

Connect the correct Salesforce account

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

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

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

Select your Salesforce account to connect

Select your desired "Event" trigger

Configure the required fields

Click "Continue" and then "Test action"

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

Select your Salesforce account to connect

Select your desired "Event" trigger

Configure the required fields

Click "Continue" and then "Test action"

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"

Configure the required fields

Click "Continue" and then "Test action"