Create your first Zap with The Org
Overview
This guide will walk you through the process of creating a Zapier integration with The Org to send contact data to a Google Sheet. This integration supports multiple Actions, view the full list here .
At the end of this guide, you will be able to:
- Create a new Zap using The Org as a Trigger
- Connect Google Sheets as an Action
- Add prospects and their contact information to the Google Sheet
Prerequisites
- An account on The Org
- An account on Zapier
- Access to a Google Sheet
- Have at least one contact in The Org or one list containing a contact
Get started
Obtain an API key
Click the menu and navigate to Manage account , scroll to the developers section. Choose an informative name for your API key and click create.
It’s a good idea to create a new API key specifically for Zapier.
Zapier integrations do not use API credits.
Create a new Zap
In Zapier, navigate to the Editor or click the Create a Zap button in the left sidebar and then select Zaps from the dropdown menu.
Select The Org as a Trigger
Choose “The Org” as the Trigger that will start the Zap. You can then choose to trigger the Zap:
- A new contact is found by clicking “Contact” → “Show Contact” on a position page or within the prospect view
- A contact is added to a list by clicking “Contact” → “Add to List” on a position page or within the prospect view
Connect your API key with the Trigger
Under account click on Sign in and paste your API key along with a name for the connection.
Select an example record
Select an example record to test the connection. Depending on the Trigger you selected, this will be a new contact or a contact that has been added to a list. Please ensure that you have triggered one of these actions at least once.
Visit Google Sheets
Create a new Google Sheet and add titles to the columns you want to populate with data from The Org.
Select Google Sheets as an Action in Zapier
Connect your Google Sheets account and select the sheet you’ve just created. Under actions select Create spreadsheet row.
Map the fields from The Org → Google Sheet
The columns in the Google Sheet will now show and can be mapped to the fields from The Org.
Test the Zap
Click on the Test button to test the Zap.
You are now ready to publish this Zap and start populating your Google Sheet.
Once published head to The Org and start viewing contacts or adding them to the designated list depending on the trigger event and see them get added live to your Google Sheet.
