How to connect your CRM to Google Sheets using Zapier

What is Zapier?

Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. One zap can route your data wherever you want it, automatically.

How does Adwerx use Zapier?

Customer Relationship Advertising™ (CRA) from Adwerx™ is integrated with Google Sheets, making us compatible with hundreds of CRMs through Zapier. Utilizing Zapier, your business can automatically route your data from your CRM to Google Sheets, making it easier than ever to leverage the power of CRA.

Get started with Zapier for free. Once you create an account, Zapier asks what applications you use, then recommends workflows for you to create based on those apps. Don’t see your workflow listed? That’s okay, you can easily create your own!

Here's how it works:

1. Under My Account, select Create Zap.
2. Connect your CRM account, and select the trigger you want to use.
3. Connect your Google Sheets account and select the spreadsheet and worksheet within that spreadsheet you'd like to use.
4. Map where you want your CRM information to go in your spreadsheet.
5. Your spreadsheet should have a minimum of three columns of information: contact emails, contact phone numbers and owner of contacts (i.e. the salesperson).
6. Test your workflow and turn it on.

For more information check out Zapier’s Quick Start Guide, which will walk you through how to Create your first Zap.