An automated workflow using zapier
Connects SharpSpring + Google Sheets
Send new rows to Google Sheets for new SharpSpring leads
About this workflow template
This automation scenario allows you to connect SharpSpring and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
SharpSpring and Google Sheets can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in SharpSpring
New Lead in SharpSpring
When a lead has been created in sharpspring.
Then this action happens in Google Sheets
Create Spreadsheet Row in Google Sheets
Create a new row in a specific spreadsheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new rows to Google Sheets for new SharpSpring leads.
Part I
Configure Applications
First, we need to connect SharpSpring and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SharpSpring to Zapier.
Give Zapier access to your SharpSpring account, using SharpSpring credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for SharpSpring
Choose the following trigger: New Lead (When a lead has been created in sharpspring.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SharpSpring and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new rows to Google Sheets for new SharpSpring leads!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggered when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggered when you create a new spreadsheet.
triggerbyzapierautomateio
Create/update lead
Create a Lead in SharpSpring or update by email address.
actionbyzapierCreate/update opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
actionbyzapierCreate a lead
Creates a new lead.
actionbyintegromatCreate account
Create an Account in SharpSpring.
actionbyzapierintegratelypabbly-connectCreate campaign
Create a new Campaign in SharpSpring.
actionbyzapierintegratelyCreate a campaign
Creates a new campaign.
actionbyintegromat
Apps you need
SharpSpring is a fully integrated, affordable marketing tool designed for SMBs and marketing agencies. Its features include marketing automation, lead capture, email automation, and a built-in CRM system, making it a simple but powerful all-in-one marketing platform.
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
