How to Set Up Zapier Lead Imports From Crm to Google Sheets - Julia'sTutorials

Описание: How to Set Up Zapier Lead Imports From Crm to Google Sheets walks through the process of automating lead imports from a CRM system to Google Sheets using Zapier, allowing for real-time data synchronization and improved lead management by centralizing lead information in a spreadsheet. #CRMintegration #GoogleSheets

00:00 Intro
00:05 Automating CRM Leads to Google Sheets with Zapier
00:13 Creating Your Zap in Zapier
00:21 Setting Up Your Trigger: CRM New Lead
00:30 Connecting Your CRM Account
00:40 Verifying Sample CRM Data
00:46 Setting Up Your Action: Create Google Sheets Row
00:55 Connecting Your Google Sheets Account
01:03 Selecting Your Google Sheet
01:10 Mapping CRM Fields to Google Sheets Columns
01:27 Testing Your Zap
01:37 Confirming Test Lead in Google Sheet
01:44 Turning On Your Zap
01:53 Benefits and Conclusion



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