Exporting Data Using Zapier

In this guide, we'll walk through how to export data captured from one of your forms using Zapier.

Step 1: Setting Up Google Sheets

To start, ensure you have both a Google account and a Zapier account. If you don't have them yet, create them before proceeding.

1. Sign in to Google: After signing in, open Google Drive by clicking the application launcher at the top left and selecting Drive.

2. Create a New Google Sheet: In Google Drive, click the "New" button at the top left and select "Google Sheets." This will create a new spreadsheet where your data will be stored.

3. Name Your Sheet: In your new spreadsheet, click on "Untitled Spreadsheet" at the top and give it a name that corresponds with the data you're capturing. Add column titles that match the fields in your form. Remember, Google Sheets saves your changes automatically.

Step 2: Configuring Zapier

Now, let's move on to Zapier to set up the integration.

1. Open Zapier: Open a new browser tab and go to Zapier. Log in using your Google account for ease.

2. Create a New Zap: Once logged in, click the "Make a Zap" button located at the top left of the screen.

3. Choose a Trigger: The first step in creating a Zap is to choose the trigger. Type "Webhooks" in the search bar, select it, and then choose "Catch Hook" from the "Choose Trigger Event" dropdown.

4. Copy the Webhook URL: Zapier will provide you with a webhook URL. Click the "Copy" button to copy it to your clipboard.

Step 3: Setting Up CRM Automation

Now, let's switch to your CRM to set up a trigger for data export.

1. Create a New Trigger: In your CRM, go to the "Automation" section and then select "Triggers." Click "New Basic Rule" to create a new trigger.

2. Configure the Trigger: Name the trigger (e.g., "Zapier Test"), select the appropriate account if you have multiple, and choose "Form submitted" as the condition. Then, add a filter to specify the form you want to export data from, such as the "LearnFree" form.

3. Add Action to Trigger: Define the action that occurs when the form is submitted by selecting "Execute Webhook" and pasting the webhook URL from Zapier into the field.

4. Activate the Trigger: Switch the trigger from "Draft" to "Activate" and save your changes.

Step 4: Testing and Finalizing the Zap

1. Test the Trigger: Back in Zapier, click "Continue" and then "Test trigger." This step ensures that your setup is working correctly.

2. Link Google Sheets: Now, specify what Zapier should do with the data by selecting "Google Sheets" as the action app and choosing "Create Spreadsheet Row" from the action event dropdown.

3. Connect Google Sheets: Log in to your Google account through Zapier to allow access to your Google Sheets, and select the spreadsheet you created earlier.

4. Match Data Fields: Match the fields from your form to the corresponding columns in your Google Sheet, then continue.

5. Review and Test: Click "Test & Review" to send a test row to your Google Sheet. Check your Google Sheet to confirm the data has been imported correctly.

6. Turn on the Zap: Finally, toggle the Zap on and save it by giving it a name.

By following these steps, you've successfully set up a Zap to export data from your CRM to Google Sheets automatically, enhancing your workflow efficiency.