How to Get Started with Salesgear on Zapier

About Salesgear's Integration

What kind of authentication does Salesgear use?

Salesgear uses API Keys for authentication.

Do I need a paid Salesgear account to use Salesgear with Zapier?

You'll need at least a Salesgear Pro plan to use Salesgear with Zapier. Learn more here:

Do I need special account permissions in Salesgear to use Salesgear with Zapier?

No, there aren't any specific Salesgear account permissions to connect Salesgear to Zapier.

Are there any API token limits in Salesgear when I use Salesgear with Zapier?

No, there are no token limits when using Salesgear with Zapier.

Are there any webhook subscription limits in Salesgear when I use Salesgear with Zapier?

Salesgear doesn't have any webhook subscription limits when you use Salesgear with Zapier.

Are custom fields in Salesgear supported when I use Salesgear with Zapier?

Yes, Salesgear supports custom fields. Currently, there are 16 custom fields (string) in Salesgear. None of them are mandatory.

Does Salesgear use real trigger samples from my Salesgear account?

Yes, Salesgear provides real trigger samples from your Salesgear account. If there is no activity in Salesgear, then the default sample data will be provided.

What kind of Salesgear hosted account can I use with Zapier?

Salesgear's Zapier integration supports cloud-hosted accounts only.

Connecting with Salesgear

When you create a Salesgear Zap, you'll be asked to enter your Salesgear API key.

Salesgear API Key

To locate your API Key in your Salesgear account, please follow these steps:

  1. Log into Salesgear.
  2. Click on "Settings" in the vertical side navigation bar.
  3. Click "Intergrations".
  4. You will find Zapier with a unique API key for yourself to integrate the two platforms.
  5. Copy the API key to your clipboard.

Salesgear API Key in account

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your Salesgear account will be connected.

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