In this article we provide an example for creating a Zapier automation (i.e. a Zap) that automatically inserts lead data in a Google Sheet row whenever a new CRM lead is created.
For more information on the Merchant Central and Zapier integration and supported triggers and actions please see our article on Zapier Integration.
The Zap will be created using the following easy steps:
- Create an API Token in your CRM (for authentication in Zapier)
- Create a Google Sheet
- Create a Zap to link the CRM to your Google Sheet
Step 1. Create the API Token
Open your User Settings page by clicking on your username in the top-right corner and clicking the Settings option:
On the Settings page open the API Settings tab, click the Create New API Token button, enter the name of your token, and click Add New Token:
The new token is now generated. Copy the token and click OK to close the popup (note that you will no longer have access to the token once the popup is closed):
Your token is now shown in the API tokens table, where you can edit the token settings or delete it at any time:
Note: If you don't see the API Settings tab on your user settings page an Admin must add the API Access permission to your user class:
Step 2. Create A Google Sheet
Once the API token is created you can proceed to create a new Google Sheet.
Name the sheet "MC Leads" and add a few column headers in the first row as shown in the below screenshot:
Note: The Lead fields in your CRM may be labeled differently than is shown on the above screenshot. In that case you can enter the labels that are used in your CRM.
Step 3. Create A Zap
Finally, you can now create a Zap and connect the CRM lead to your Google Sheet.
Log into Zapier, open the My Zaps tab, and click Make a New Zap:
Add a name for the new Zap, and then look for the Merchant Central app and select it:
With the Merchant Central app selected, Zapier now shows the trigger events that are available for the app.
Select the Lead Created trigger and click Save + Continue:
Now click on the Connect an Account button in order to authenticate your CRM user account:
A new popup window appears where you'll need to enter your subdomain and the API Token generated in Step 1. When finished, click Yes, Continue:
The account that you authenticated is now displayed in the accounts list. Note that you can add multiple accounts if needed.
To make sure that the account was added correctly click the Test button and wait for a Success message.
When you're ready to move on, click Save + Continue:
Zapier will now show the CRM leads that you can use for testing purposes. Expand the lead to view more detail on the lead.
Click Get More Samples to load more leads if needed. After you find a lead that you wish to use as a sample, click Continue:
With this, you have finished the configuration of the Lead Created trigger in your Zap.
You now still have to add an action that will occur when a new lead is created in the CRM.
Click the Add a Step button (and add an Action step) or click on the link to the right to do the same:
Look for the Google Sheets app and select it:
Select the Create Spreadsheet Row(s) action:
Click Connect an Account and log into your Google account in the popup which appears:
After you've authenticated your Google account, it will be shown on the list of connected accounts (again, you can connect multiple Google accounts if needed).
To make sure that the account was added correctly click on the Test button and wait for a Success message.
When you're ready to move on, click Save + Continue:
In the next window, select the Google sheet, the worksheet, and the CRM Lead fields that will map to the Google sheet columns. When finished, click Continue:
Your Zap setup is now complete and you can run a test to make sure is working as expected.
Click Send Test To Google Sheets to run your test:
Go to your Google Sheet and verify that the new row has been added to the sheet:
If everything looks OK, go back to Zapier and enable your Zap:
Once your Zap has been enabled, the API Subscriptions on your CRM User Settings page displays the new Zapier subscription that has been enabled.
Do not edit or delete this subscription, as it will break the Zap connection.