If you create spreadsheets and forms in Google Sheets and have ever wanted to take information from those spreadsheets and use it to create Leads inside of Zendesk Sell, you can now do that with the help of Zapier.
Here's what you'll need to get started:
- A Zapier account
- A Google Spreadsheet
- A Zendesk Sell Account
If you're looking to create a specific Zap where a new Lead in Sell will be created from new rows in Google Sheets, click on the orange "Use this Zap" button below.
Set up your Google Sheet
Before we complete your Google Sheet options, it is important to set up your spreadsheet properly. Here are the steps to take to ensure your spreadsheet will work with Zapier:
1. Create a brand new blank spreadsheet that will receive your Unbouce submissions.
2. The first row of the spreadsheet must have titles for any column headers you want to use.
3. The second row must have sample content for each column that has a header.
If you want to select other triggers and actions besides new rows in Google Sheets and creating new Leads in Sell, click the “Connect Google Sheets + Zendesk Sell” button to get started.
Setting Up the Trigger
Here are the triggers available for Google Sheets.
Next step, you'll need to connect your Google account to Zapier. After clicking on “Connect”, you’ll be redirected to your Google account, asked to log in if you aren't already, and authorize the connection between Google and Zapier.
Log into your Google account to access your Google Sheets. Click "Continue" to proceed.
Map Google Sheets Data
Now, you'll need to choose a spreadsheet and worksheet you'd like us to monitor for new rows from the drop-down menu.
Then test this step.
Setting Up the Action
After that, you'll set up the action. Below are the options for actions in Zendesk Sell. In our example here, we've selected the "Create a new lead" action.
Map Zendesk Sell Data
In the next step, you'll map the columns in your sheet to the corresponding fields in Sell in the "Edit Template" step.
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.
Lastly, name your Zap!
Information from new spreadsheet rows will end up in your Zendesk Sell account any time they are added with zero extra work!