How to Use Zapier Integration

• 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.

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