Google Sheets

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How to: Create leads from contacts in Google Sheets

Whether it’s a sheet your outbound marketing team is working on or simply your own list of contacts, you can save new rows as leads to manage. This automation in your sales process will allow you and your tam to save a great amount of time

All you need to set it up are Google Sheets,, and Zapier accounts.

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Get Started

  • Set up your TRIGGER
  • Set up your ACTION
  • Connect your TRIGGER App Account and Set Up the Trigger

    Sign into your Zapier account and click on the Create Zap button at the very top where you will be directed to a new page:

    1. Choose the Trigger App: Google Sheets
    2. Choose the Trigger: New Spreadsheet Row
    3. Connect Zapier to your Gmail account
    4. Set up Google Sheets Spreadsheet Row

    5. Test this Step and on to the Action set up!

    Connect your ACTION App Account and Set Up the Action

    1. Choose an Action App:
    2. Choose an Action: Create Lead
    3. Connect Zapier to your account if you haven’t already by

  • Entering your slug/account name (
  • Entering your API Key (Go to your account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)

  • 4. Edit Template to set up your lead!
    Based on the spreadsheet you tested earlier, select the fields you want to retrieve information from every time a new row is created.

    5. Test the step and the Action is set!

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