If you create spreadsheets and forms in Google Docs and have ever wanted to take information from those spreadsheets and use it to create leads inside of Base CRM, you can now do that with the help of Zapier.
Here's what you'll need to get started:
* A Zapier account - https://zapier.com
* A Google Spreadsheet
* A Base CRM Account
First off, you'll want to start creating a zap that automatically takes new spreadsheet rows and creates leads in Base CRM with that information. Click the “Use this Zap” button to get started. You'll be reminded on how exactly to setup your Google Spreadsheet to work with Zapier and to set a spreadsheet up altogether.
Next step, you'll need to connect your Google docs account. After clicking on “Connect”, you’ll be redirected to your Google Docs account, asked to log in if you aren't already, and authorize the connection between Google Docs and Zapier.
Now, you'll need to choose a spreadsheet and worksheet you'd like us to monitor for new rows from the dropdown menu.
After that, the next step is to connect your Base CRM account. Click on “Connect”, and you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
In the next step, you’ll need to use the "Insert Fields" button to connect data from your spreadsheet columns to fill in the first name, last name, and email address of the new lead you'll be creating. More on that process here: https://zapier.com/help/creating-zap/#step-5-creating-the-action
Once that is complete, we’ll turn your zap on and you'll have the chance to test it out with new rows from your Google Spreadsheet. Information from new spreadsheet rows will end up as leads in your Base CRM account any time they are added with zero extra work!