Step 4.1 - Send Leads to Google Sheets
Next we will set up a trigger and send our lead to google sheets so we can keep track of how many leads are coming in each month.
Start by creating a new Trigger or editing an existing one in the Prime Local App.
Setup the trigger like the screenshot above. Note that you must select the right form for your campaign. We will next get the webhook URL from Zapier.
Log into Zapier and lets create a new Zap!
Search for "Webhooks by Zapier" and select it as our App.
Next select "Catch Hook" as the trigger event.
Copy the webhook URL and place it into the Prime Local trigger from the step before:
Note, no data is needed for the silent mode stuff in Zapier, just press continue in Zapier to go to the next step.
After this you will need to send some test data from the form so Zapier can pickup the data.
Do this by going to:
Marketing > Form Builder > Your Form > Integrate Form > Link
Paste this form into a new tab on your browser and fill it out with some test data and submit.
Go Back to Zapier and Click "Test & Review". Zapier should now pull in the test data you submitted in your form. You're now ready to setup the next
You'll now create an action that will happen after the Webhook.
Next, lets format the date:
For the next step search for "Formatter by Zapier"
next click test & review and you should have a nicely formatted date for input into the next steps.
Add Another "Do this..." by clicking the blue "+" sign
Search for and choose Google Sheets
And Choose "Create Spreadsheet Row" as your action event
Next choose your Google Acct.
Select the corresponding Drive, spreadsheet, and worksheet you need.
Next Map all the spreadsheet fields to the high level data pulled in from the webhook. Some fields can remain blank.
Make sure that the date field is pulled from "Formatter by Zapier"
Next, Send your test & Continue: