Create a Zapier Zap to Export New Contacts into Google Sheets
Step by step guide on creating a Zapier Zap that exports new CallAction leads into a Google Sheet in real-time.
This is a great introduction to building a Zap to streamline your workflow. You'll be able to use this data for many different Zapier workflows.
Basic Steps for this CallAction Zap!
Create a Google sheet
Add headers to your sheet
Connect CallAction and Google Sheets
Build Zapier zap workflow template
You should be able to complete this introductory Zap in about 15 mins. Let's get started.
Start Creating a Google Sheet
Login to Google Sheets
Click File > New > Spreadsheet
Add the following field names to the first row to create a header:
- Campaign
- Full Name
- First Name
- Last Name
- Phone
- Email
Note: click here to download pre-formatted template.
Click on bottom on Sheet to assign a name to specific sheet.
Save the new Google sheet and now we are ready to connect the Zapier API and create a Zapier workflow.
Create CallAction to Google Sheets Zapier Zap!
Login to Zapier
Click on the CallAction private invite
Select New Contact
Click on Connect an Account
Click here to get your CallAction Zapier API key
Copy the CallAction API key
Paste API key into Zapier field
Click Test
Click Save & Continue
You CallAction account is now connected to Zapier. Next we must add a step which will connect Google Sheets.
Add Step to Connect Google Sheets to Zapier
Click on Action/Search
Search & Select Google Sheets
Select Create Spreadsheet Row
Click Connect Account or if already connected select Google Sheet account
Click Test
Click Save & Continue
Select the correct Spreed Sheet
Select the correct Worksheet
Header fields of the sheet will populate
Click on box on left side of field
Select matching Zapier merge fields displaying CallAction data
Click Save & Continue
Click on Send Test to Google Sheets & verify data
Click Finish
Assign a Name to your Zap
Toggle Zap to ON
Done! You have setup your first CallAction to Zapier Zap.
Leverage CallAction Call Tracking & Zapier Free for 14-days
CallAction is an intelligent marketing automation platform engineered to integrate with as many software solutions possible between our native API integrations and this Zapier API.
CallAction captures, engages and tracks leads from the three primary forms of communication, calls, emails and text messages. Combine CallAction with Zapier for 1,000 of workflows to streamline your business.
Take 10 minutes to signup for your free trial account now.