Creating Sell leads from Google spreadsheets and forms using the Zapier integration in Sell

<div class="wysiwyg-text-align-right docs-wmp-link" style="font-size: 0.8em;"><a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" target="_blank" rel="noopener noreferrer">What's my plan?</a></div><p class="p"><img class="wysiwyg-image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/plan_available_sell_pee.png" alt="Available on Sell Growth plans and above" width="620" height="46" id="topic_zy3_dpj_1kb__image_zdv_hx3_1kb"></p><p>If you create spreadsheets and forms in Google Sheets to collect information about new leads, you can, for example, create leads in Sell from that data using the Zapier integration (see <a href="https://support.zendesk.com/hc/en-us/articles/4408837805210" target="_self">Using Zapier with Sell</a>). </p><p>Here's what you'll need to get started:</p><ul>
<li data-list-item-id="ed8c9e6de6f8b934b7fb3abad4b320944">A Zapier account</li>
<li data-list-item-id="e87f93438e8bc03d8a52a939895abdb2f">A Google spreadsheet for collecting lead data</li>
</ul><h2 id="h_01KFNWAQK38M2GH4P7MZTCT4WV">Setting up your Google spreadsheet</h2><p>Before you set up the Google Sheets to Sell integration in Zapier, you should have set up a Google spreadsheet for collecting your lead data. </p><p><strong>To create a Google spreadsheet for lead data</strong></p><ol>
<li data-list-item-id="ebbb7f251e84201f5ebec8d21b5fd2d25">Create a new spreadsheet in your Google account.</li>
<li data-list-item-id="e5cadae8c4e4f3c742392bdd8eb9c4c93">Add the field titles to the first row of the spreadsheet (as shown below). </li>
<li data-list-item-id="e3b24140e366d9e742a532c0e177e4df4">Add sample data for each of the field titles (columns) that you add to your spreadsheet. </li>
</ol><p><img src="https://support.zendesk.com/hc/article_attachments/7856556213146" alt="" width="599" height="314"></p><h2 id="h_01KFNWAQK39QNTTG2VAM1K1804">Setting up the Google Sheets and Zendesk Sell integration</h2><p>The next step is to set up the Google Sheets to Sell integration in Zapier.</p><p><strong>To set up Google Sheets to create leads in Sell</strong></p><ol>
<li data-list-item-id="e41c5a92242cce0a1742c52ac22246040">Create a Zapier account, if you don't already have one.<ul>
<li data-list-item-id="e89d5783c6e855bbfee163cad003a4a0d">Follow the steps described in <a href="https://support.zendesk.com/hc/en-us/articles/4408837805210" target="_self">Using Zapier with Sell</a>.</li>
<li data-list-item-id="e6a6bb22fe1e211503caed3d8acc1fd72">Or, go directly to <a href="https://zapier.com/apps/google-sheets/integrations/zendesk-sell" target="_blank" rel="noopener noreferrer">Connect Google Sheets + Zendesk Sell</a>.</li>
</ul>
</li>
<li data-list-item-id="e31fb911080af2d1c1d198ba74ab962a7">
<p>On the <a href="https://zapier.com/apps/google-sheets/integrations/zendesk-sell" target="_blank" rel="noopener noreferrer">Connect Google Sheets + Zendesk Sell</a> page, provided you've set up a Zapier account and you're signed in, you can click <strong>Get Started–Use this Zap!</strong>.</p>
<p><img style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;" src="https://support.zendesk.com/hc/article_attachments/7856556212634" alt="" width="600" height="494"></p>
</li>
<li data-list-item-id="e77f43357ea0bf1d8d004853c0cc12101">
<p>Click <strong>Connect</strong> <strong>Google Sheets + Zendesk SellIntegrations</strong>.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856561630106" alt="" width="595" height="354"> </p>
</li>
<li data-list-item-id="ec5bba28e8944ca4c13809b486f309c75">
<p>On the next page, select the <strong>New or Updated Spreadsheet Row</strong> trigger.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856561631514" alt="" width="599" height="309"></p>
</li>
<li data-list-item-id="e698138fd9dd6b7d8c6e3f63b7d10a6c0">
<p>Next, you'll be prompted to connect your Google account. Click <strong>Connect an Account</strong>.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856556209690" alt="" width="600" height="303"> </p>
</li>
<li data-list-item-id="ec9896f348a142cd1b39bdfcf44a88e67">
<p>Sign in to your Google account and authorize the connection between Google and Zapier.  </p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856561630746" alt="" width="600" height="376"></p>
</li>
<li data-list-item-id="e496413d16e4ecc086f5ddf9d120dd249">
<p>Select a Google spreadsheet and worksheet as the source of new lead data. </p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856556210202" alt="" width="599" height="308"></p>
</li>
<li data-list-item-id="e2c2d1b429909337efe73b7d94f563da4">
<p>On the next page, you need to choose the action that creates the lead in Sell. Select <strong>Create Lead</strong>. </p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856561633434" alt="" width="600" height="493"></p>
</li>
<li data-list-item-id="ef07374d296c67042a18e0b6c0cbae06c">
<p>Click <strong>Edit Template</strong> to map the columns in your Google sheet to the corresponding fields in Sell.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856556211482" alt="" width="599" height="339"></p>
</li>
<li data-list-item-id="eb2e98e4675d8d4ff6632654925cc20ed">
<p>The last step is to activate your Zap. Enter a name for it, then click <strong>On</strong>.</p>
<p><img src="https://support.zendesk.com/hc/article_attachments/7856556212378" alt="" width="596" height="285"></p>
</li>
</ol><p>The data collected from your Google spreadsheet is automatically synced to your Sell account and new leads are created when a new row is added to the spreadsheet.</p><p>
<script src="https://zapier.com/apps/embed/widget.js?guided_zaps=215" type="text/javascript"></script>
</p>