Home > How to create an integration with Zapier and Google Sheets

Categories:


(Last Updated On: March 1, 2018)

Thanks to our Post API, you can also integrate SnapEngage using Zapier and send data over to google sheets, or other apps!

 

1- On Zapier, from the apps, select “Google sheets”

 

2- Scroll down and choose “Add info to a google sheet from a new Webhook POSTs” (other ones may work, but the instructions may differ slightly)

 

3- Select Catch Hook, and continue.

 

 

4- I would recommend to leave the next screen empty unless you are an expert on JSON, just click continue.

5- Copy the URL from the clipboard

 

6 – On the SnapEngage dashboard, go to Settings – Integrations, select Open api, and paste the URL on the Post event URL field, and save :

7 – Back on Zapier, click on OK, I did this (this step can take a few minutes). You may need to start a chat, respond and close it, so that the hook gets something to test :

8 – Then click on Continue

9 – Then go to your Google Drive and click on New – New google sheets, to create a new spreadsheet. Give it a name and add some headers depending on the data you want to receive.

10- Back to Zapier, click on “Create spreadsheet Row” and continue

11- Connect Zapier to your google account, then save and continue

12- Under Spreadsheet, select the name of the spreadsheet you have created

13- Under worksheet, select the sheet on that document, by default Sheet1 (as screenshot above)

14- Once you have chosen these two, you will need to map the fields, which is basically telling Zapier what SnapEngage values you want to fill those fields with and click Continue:

15- Click on Send to google sheets, or skip test

16- Click on Finish, and turn the zap on!

 

Did you find this article helpful?

Not HelpfulNeeds WorkSo-soHelpfulVery Helpful (No Ratings Yet)
Loading ... Loading ...

Published March 1, 2018