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Using Zapier to connect apps with Verloop Recipe

To connect Verloop with your custom CRMs, you can use Zapier. Zapier is a service which helps you in interconnecting apps. You can connect Verloop with other apps like Hubspot, Google Sheets, Gmail, Active Campaign, Pipedrive etc…

Here we show you how to connect Verloop with Google Sheets. This article explains the steps involved in the process with screenshots of the relevant screens.

This is the video demo of the steps explained in this article.

Inside your Zapier dashboard, click on Make a zap! to start creating a new workflow.

Choose Verloop Trigger

Search and select Verloop to use as the trigger. If you are not able to find Verloop, use this link to get an invite.

Add Verloop Trigger
Add Verloop Trigger

 

Connect Verloop Account

Now connect your Verloop account to this trigger. You can get the API key for Zapier integration from the recipe section of your verloop account.

Connect Verloop Account
Connect Verloop Account

 

Choose Recipe

After adding the account, you have to select a recipe to connect to. Here we have selected the default Lead Generation recipe. We can verify that the connection is successful by fetching a sample lead.

Select Verloop Recipe
Select Verloop Recipe

 

Recipe Connection Successful
Recipe Connection Successful

 

Choose an Action

Now that the trigger selection is complete, we have to select an action for the work flow. In this step, we shall choose Google Sheets as the action. This means that all our lead generation data goes into a Google spreadsheet.

Choose Action
Choose Action

 

Whenever a lead is generated, it creates a row in a spreadsheet.

Select Google Sheet Options
Select Google Sheet Options

 

Connect your google account

Connect your Google account
Connect your Google account

 

Choose a spreadsheet

After you connect your Google account, you can choose the which file to connect to. You can also choose the sheet. Remember that first row of the sheet should be the header and it should contain names of the columns.

Connect to a Specific Sheet
Connect to a Specific Sheet

 

Map Column Names

In the next step, you have map the fields given by Verloop to column names of the spread sheet.

Map Column Names
Map Column Names

 

Now you can send a sample row to sheets and verify that its working.

Send a sample row to the spreadsheet
Send a sample row to the spreadsheet

 

Verify sample row
Verify sample row

 

As a last step in Zapier dashboard, you have to Turn On this workflow. You can choose to turn off this integration anytime using the Zapier dashboard.

Verify Zapier Integration

If you have completed the Zapier integration successfully, the Zapier button in your Verloop dashboard should turn blue.

Verify Zapier button is Blue
Verify Zapier button is Blue

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