Introduction

Our Zapier integration allows you to seamlessly connect Salesforce, HubSpot, or any other CRM to PeerPanda. This integration enables your sales team to automatically sync closed deals to your PeerPanda deal database.

1. Add the PeerPanda integration to your Zapier Account

Step 1: Sign Up for Zapier

If you don’t have a Zapier account yet, sign up at Zapier.

Step 2: Add the PeerPanda Application to your Zapier account

  1. Once you are logged into Zapier, add the PeerPanda integration to your account by clicking here
  2. Follow the prompts to connect your PeerPanda account to Zapier. Your API key is available in your PeerPanda account
  3. Map the fields from your CRM to PeerPanda (e.g., Deal Name, Status, Reasons for Loss).
  4. Test the action to ensure data is correctly sent to PeerPanda.

Step 3: Connect Your CRM Account and setup a trigger

  1. Select your CRM (e.g., Salesforce, HubSpot) as the trigger app. If necessary, follow the prompts to connect your CRM account to Zapier.
  2. Choose the appropriate trigger event (e.g., Deal Closed)
  3. Test the trigger to ensure it’s working correctly.

Step 4: Choose PeerPanda as the Action App

  1. Select PeerPanda as the action app.
  2. Choose the Create Deal action

Step 5: Turn On Your Zap

  1. Once everything is set up and tested, turn on your Zap.
  2. Your CRM data will now automatically sync with PeerPanda.