Would you like to effortlessly sync your contacts with a Google Sheet, either before or after you add them to your dashboard? In this tutorial, we'll demonstrate how to achieve this using Zapier.
Zapier is a versatile tool that allows you to complete code-less integrations between your favorite applications. The software achieves this using ´'Zaps', which essentially describe the action you want to take place (in this case, sending your contacts from SalesQL to your Google Sheet).
Each Zap consists of a Trigger, an event that launches the Zap, along with one or more action components. This setup creates a highly efficient and dynamic automation process.
Initial Setup and Prerequisites
To create the Zap, you'll require:
Output Spreadsheet
In the Google Sheet where you intend to send your contacts, it's essential you create a column header that enables you to map the required data.
In this case, the relevant headers are Created_on, Updated_from_LinkedIn, Full name, Current position, Education experience, Skills, LinkedIn URL, Email 1.
To begin creating a new Zap, click on 'Create Zap!' within your Zapier account page.
To set up the trigger:
1. First, choose the trigger app.
2. Of course, we´'re going to select SalesQL.
3. In the event tab, we will select 'New contact.'
4. After clicking continue, we will choose an account, so make sure you already have one created. If you don´'t know how to create one, just follow this Zapier tutorial.
5. Now we click on 'Continue'...
6. ...and 'Test trigger'.
7. Now we need to click 'Continue with selected record'.
8. And select 'Google sheets.'
9. Once we've specified Google Sheets, the next step is to 'Create Spreadsheet row.'
10. and 'Continue.'
11. We confirm our Google sheets account by clicking 'Continue.'
12. At this point we have to specify where Zapier will look for the spreadsheet, confirm the sheet we created previously with the header, and select the worksheet.
13. Once Zapier has found the spreadsheet, it's time to map the headers with the contact's information. When we have mapped all the information as we want it, we will click 'Continue.'
14. Zapier will now perform a test on the spreadsheet we have selected. So let's run the test!
15. Nearly there now. It's time to review the sheet, and check that all the information has been sent correctly.
16. After reviewing the sheet, we go back to Zapier and publish the Zap.
17. You should see that the Zap is running, and get a confirmation message from Zapier too.
18. All set! All these new contacts will be sent directly to the sheet. Now, if you want to send contacts that you have previously added, go to your dashboard and click on 'Send current contacts now.'
