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.
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.
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.
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.
Whenever a lead is generated, it creates a row in a spreadsheet.
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.
Map Column Names
In the next step, you have map the fields given by Verloop to column names of the spread sheet.
Now you can send a sample row to sheets and verify that its working.
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.