How To

How to Use Zapier Integration

Get Samplead mastered!
  • This article will show you how to properly use the Zapier integration once you’ve successfully connected the two. 
  • When you’re in Zapier, the first thing you’ll need to do is create a Zap. You can do this by selecting “create Zap” in the top left corner.
  • Once you’ve created your Zap, you will be met with a screen that prompts you to input a trigger event and several other steps. In order to properly set up the Samplead connection, select the first trigger event.
  • Once you’ve selected the first trigger event, search “Samplead” and select the Samplead tab.
  • Under the required event for the Samplead connection, select the “New Prospect Pushed” option.
  • Once you’ve done this, you are ready to connect Samplead to virtually any software via Zapier. Say for example you want to create a Google Sheet that will update with information every time a new prospect is pushed in Samplead. In order to do that, select the second step and type in Google Sheets.
  • Once you’ve done this, make the event “Create Spreadsheet Row.” This tells Zapier to create a new spreadsheet row with your prospect’s information every time a new one is pushed via Samplead.
  • Make sure your sheet is properly formatted with the correct headings. You will need to have the following headers:
  • Profile link
  • First name
  • Last name
  • Job title
  • Company name
  • Company headcount
  • Company HQ
  • Industry
  • Badges
  • Badges Links
  • Phone 
  • Email
  • Tailored Message
  • Value Proposition
  • Samplead ID
  • Campaign ID
  • Once you’ve done this, return to Samplead and from your dashboard, select your desired campaign. You can reach the campaigns page by pressing the briefcase icon on the left side.
  • Once you’ve selected your campaign, go to the export tab on the right side and select the Zapier option from the dropdown menu.
  • Once you’ve done this, you will have successfully set up your Zap and each time a new prospect is pushed to this campaign, their information will populate in your designated google sheet. 
  • If you have any questions, please contact customer support.

More leads, more conversions

It's a simple formula: Time-based personalization means more replies, which means more opportunities, which means more sales!
Try Samplead now 🚀
More leads, more conversions