This Zap will connect a Google Sheets Spreadsheet to CASEpeer. In this example, the trigger is a new row added in a Google Spreadsheet and the action is a new lead created in CASEpeer.
NOTE: To use this Zap, a firm administrator must activate the Zapier Integration and turn on Leads in Account Settings.
Navigate to Zapier and log in.
Click Create Zap in the left-hand toolbar.
Name the Zap.
Search and select the App where the Trigger Event will take place. This example uses Google Sheets.
Choose the Trigger Event and click Continue. This example uses a New Spreadsheet Row.
Connect the Google Sheets Account and click Continue.
Navigate to Google Sheets and create the spreadsheet with Sample Data to test.
Choose the Existing Spreadsheet from Google Sheets.
Select which Sheet Zapier will be connected to and click Continue.
Click Test Trigger and click Continue after a successful test.
Search and select the App where the Action Event will take place. This example uses CASEpeer.
Choose the Action Event and click Continue. This example will Create a New Lead.
Connect the CASEpeer Account and click Continue.
Match the Corresponding Fields from the Google Spreadsheet to the CASEpeer Lead Fields. Some fields will be optional.
Below is an example of the matched fields.
Once all fields have been matched, click Continue.
Click Test & Continue.
Click Turn on Zap after a successful test.
A confirmation message will appear once the Zap has been successfully turned on.
Click here to save a copy of the Zap used in this article to your Zapier Account.