Zapier integration overview

Integration Scope

Organizations can select from the thousands of apps that are connected to Zapier and connect them to Sellfire to create new leads in Sellfire and receive sale data from Sellfire when sales are made.

Click here to see Zapier's current list of connected apps.

Create New Leads in Sellfire

Make a Zap that automatically creates leads in Sellfire based on events that occur in connected apps.

Make a zap

First, login to your Zapier account, and click Make a Zap. This will take you to the Zap creation flow. All of the following steps are done in your Zapier account; not Sellfire.

Add a trigger

1. 1. 1. Choose your trigger app: the Zap will be triggered by an event that occurs in this app.
      2. Select your event: this will be the event that occurs in the selected app that triggers the Zap.
      3. Select your app account: select or connect the specific app account to use in the Zap trigger.
      4. Set up your trigger: set up your trigger options to fit your needs.
      5. Test your trigger: test your trigger to see if it pulls in the right data.

Add an action

1. 1. 1. Choose Sellfire: the Zap will perform an action in Sellfire when it is triggered.
      2. Select Create Lead (shown below): this will be the event that the Zap performs in Sellfire when it is triggered.
         
      3. Select your Sellfire account: select or connect the Sellfire Enablement Edition to use in the Zap action.
      4. Set up your action: set up the data that you want to send over to Sellfire.
         Note that in order for data to successfully sync to Sellfire, the field types (text, date, pick list, etc.) and any pick list options need to match the field types and pick list options that exist for those specific fields in Sellfire. This includes industry / sub-industry names, lead source names, any custom field types and pick list options that you have created in Sellfire (managed through System Configuration > Field Manager), etc.
      5. Test your action: test your action to see if it's working as expected.

Optional: Add more actions

You can customize your Zap further with any of the following:

• • • Additional action steps: to add more actions, click the + icon after a step.
    • Search steps: use a search step to find existing data in your apps.
    • Filters: add filters to restrict your Zap from running unless certain conditions are met.
    • Formatter: add Formatter steps to format data in a Zap, such as editing text or changing a date format.
    • Delay: add a delay between Zap steps.
    • Paths: add paths to perform different actions in your Zap based on different conditions (Professional plans and above).

Publish your Zap

After you set up and name your Zap, you're ready to publish it.

In the upper right, click Publish.

Once your Zap is published, Zapier will run your action steps each time your trigger event occurs. You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Zap History.

Supported Sellfire fields for creating leads

The following are the supported Sellfire fields for the Create Lead action.

Field	Description
Lead Phone Number	Required. Lead's primary phone number.
Lead_email	Lead's primary email.
Lead First Name	Lead contact's first name.
Lead Last Name	Lead contact's last name.
Lead Business Name	Lead's business name.
Lead Source	What prompted the lead to be created in your lead pool.
Custom Fields	Any custom field in System Configuration > Field Manager.
Lead Source Type	Inbound or Outbound
Lead Address	Physical address of the lead.
Lead Address 2	Physical address extension.
Lead City	City of the lead.
Lead State	State of the lead.
Lead Country	Country of the lead.

Send Sellfire Sales Data to Apps

Make a Zap that automatically sends sale data from Sellfire to connected apps upon confirmation of a sale in Sellfire. This is commonly used to transfer sales information to customer support teams' systems (if your support team is not using Salesforce or HubSpot).

Zapier dependencies

The Create Sale trigger is fired instantly from Sellfire, but how quickly that then syncs with the app to which Sellfire is connected depends on your pay tier with Zapier. If you have the highest pay tier, it will be as quick as 1 minute. In most cases, it is 15 minutes.

A maximum of 5 product selections from Sellfire are supported for each sale. If a rep processes a sale with more than 5 product line items, the first 5 of those product line items will be sent. The aggregate metrics, such as the Sale Total without discount field, will still reflect the total sum of all amounts associated to all products (including products 6+) selected by reps.

Make a zap

First, login to your Zapier account, and click Make a Zap. This will take you to the Zap creation flow. All of the following steps are done in your Zapier account; not Sellfire.

Add a trigger

1. 1. 1. Choose Sellfire as your trigger app
      2. Select New Sale Start (shown below): the Zap will be triggered by a rep processing a sale in Sellfire.
         
      3. Select your Sellfire account: select or connect the Sellfire Enablement Edition to use in the Zap action.
      4. Test your trigger: test your trigger to see if it pulls in the right data.

Add an action

1. 1. 1. Choose your action app: the Zap will perform an action in your chosen app.
      2. Select your event: this will be the event that the Zap performs from the Sellfire New Sale Start trigger.
      3. Select your app account: select or connect the specific app account to use in the Zap action.
      4. Set up your action: set up the data that you want to send to your chosen app.
      5. Test your action: test your action to see if it's working as expected.

Optional: Add more actions

You can customize your Zap further with any of the following:

• • • Additional action steps: to add more actions, click the + icon after a step.
    • Search steps: use a search step to find existing data in your apps.
    • Filters: add filters to restrict your Zap from running unless certain conditions are met.
    • Formatter: add Formatter steps to format data in a Zap, such as editing text or changing a date format.
    • Delay: add a delay between Zap steps.
    • Paths: add paths to perform different actions in your Zap based on different conditions (Professional plans and above).

Publish your Zap

After you set up and name your Zap, you're ready to publish it.

In the upper right, click Publish.

Once your Zap is published, Zapier will run your action steps each time your trigger event occurs. You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Zap History.

Supported Sellfire fields for sending sale information

The following are the supported Sellfire fields for the New Sale Start action.

Field	Description
Lead Business Name	The business name on the lead.
Lead Primary Phone Number	The primary contact's phone number on the lead.
Lead Primary Email	The primary contact's email address on the lead.
Lead First Name	The first name of the primary contact on the lead.
Lead Last Name	The last name of the primary contact on the lead.
Lead Address	The street address on the lead.
Lead Address 2	The extension of the street address on the lead.
Lead City	The city on the lead.
Lead State	The state on the lead.
Lead Zip Code	The zip code on the lead.
Lead Country Code (2-letter)	The 2-letter country code on the lead.
Rep First Name	The first name of the rep who made the sale.
Rep Last Name	The last name of the rep who made the sale.
Rep Email	The email address that is associated with the Sellfire Edition of the rep who made the sale.
Rep Phone Number	The Sellfire phone number of the rep who made the sale.
Sale Total without discount	The total price of all products selected by the rep for the sale before the discounts selected by the rep for each product are applied.
Discount Total	The sum of the discount amounts selected by the rep for all products.
Product Count	The total count of the quantities of all products in the sale.
Sale Contract Duration	The contact duration selected by the rep for the sale.
Product Title 1	Title of the first product selected by the rep for the sale.
Product Title 2	Title of the second product selected by the rep for the sale.
Product Title 3	Title of the third product selected by the rep for the sale.
Product Title 4	Title of the fourth product selected by the rep for the sale.
Product Title 5	Title of the fifth product selected by the rep for the sale.
Product Price 1	The price of the first product selected by the rep for the sale.
Product Price 2	The price of the second product selected by the rep for the sale.
Product Price 3	The price of the third product selected by the rep for the sale.
Product Price 4	The price of the fourth product selected by the rep for the sale.
Product Price 5	The price of the fifth product selected by the rep for the sale.
Product Concession 1	The discount amount of the first product selected by the rep for the sale. This is not impacted by the quantity that the rep selected for this specific product. For example, if the rep selected "2" as the quantity of this product and selected "$200" as the discount amount, this amount would be $200 (1 * discount amount); not $400 (quantity of 2 * discount amount).
Product Concession 2	The discount amount of the second product selected by the rep for the sale. This is not impacted by the quantity that the rep selected for this specific product.
Product Concession 3	The discount amount of the third product selected by the rep for the sale. This is not impacted by the quantity that the rep selected for this specific product.
Product Concession 4	The discount amount of the fourth product selected by the rep for the sale. This is not impacted by the quantity that the rep selected for this specific product.
Product Concession 5	The discount amount of the fifth product selected by the rep for the sale. This is not impacted by the quantity that the rep selected for this specific product.
Product Count 1	The quantity of the first product selected by the rep for the sale.
Product Count 2	The quantity of the second product selected by the rep for the sale.
Product Count 3	The quantity of the third product selected by the rep for the sale.
Product Count 4	The quantity of the fourth product selected by the rep for the sale.
Product Count 5	The quantity of the fifth product selected by the rep for the sale.
Product Final Price 1	((Product Price * Product Count) - Product Concession) for the first product selected by the rep for the sale.
Product Final Price 2	((Product Price * Product Count) - Product Concession) for the second product selected by the rep for the sale.
Product Final Price 3	((Product Price * Product Count) - Product Concession) for the third product selected by the rep for the sale.
Product Final Price 4	((Product Price * Product Count) - Product Concession) for the fourth product selected by the rep for the sale.
Product Final Price 5	((Product Price * Product Count) - Product Concession) for the fifth product selected by the rep for the sale.