Connections
In Zapier, a Connection refers to the secure link between your Zapier account and a third-party app, such as SalesDesk, that allows Zapier to access and interact with that app on your behalf.
What a Connection Does:
- Authentication: When you connect an app to Zapier, you usually authenticate using an API key, OAuth (sign-in with Google/Microsoft/etc), or other credential-based methods. This allows Zapier to make API calls to that app securely.
- Data Access: Once connected, Zapier can access data from the app (like deals, contacts, or activities) or push data into it, depending on the integration’s capabilities.
- Reusability: You can reuse the same connection across multiple Zaps (automations), meaning you don’t need to re-authenticate each time.
Example (SalesDesk):
If you’re using the SalesDesk Zapier integration, creating a Connection means authorising Zapier to access your SalesDesk account. Once that’s done, you can build workflows (Zaps) that:
- Trigger when a new lead is added in SalesDesk
- Create or update records in SalesDesk based on other app activity
- Sync SalesDesk data with tools like Google Sheets, Slack, or HubSpot
Follow the instructions below to connect to your SalesDesk account from Zapier using a Zapier Connection.
Create Private Key
To authenticate the SalesDesk Zapier app with SalesDesk, go to the SalesDesk Settings section and then the Developer sub-section. Create a new API key and copy the public and private keys. Keep the private key secure.
Create Connection in Zapier
Once you have your public and private keys, you can connect to your SalesDesk account from Zapier by setting up a Zapier Connection. Choose “Add new connection” and select SalesDesk from the drop-down menu.
Authenticate With SalesDesk
When the login screen appears, enter your public key in the first input box and your private key in the second.
Test Your Connection
Go to the Connections section in Zapier and check that your Connection is working by selecting “Test connection”.
Start Creating Zaps
Now you’ve created a Connection, you’re ready to start using the SalesDesk app inside your Zaps!