In this guide, we'll walk through how to export data captured from one of your forms using Zapier. Step 1: Setting Up Google Sheets To start, ensure you have both a Google account and a Zapier account. If you don't have them yet, create them before proceeding. Sign in to Google: After signing in, open Google Drive by clicking the application launcher at the top left and selecting Drive. Create a New Google Sheet: In Google Drive, click the "New" button at the top left and select "Google Sheets." This will create a new spreadsheet where your data will be stored. Name Your Sheet: In your new spreadsheet, click on "Untitled Spreadsheet" at the top and give it a name that corresponds with the data you're capturing. Add column titles that match the fields in your form. Remember, Google Sheets saves your changes automatically. Step 2: Configuring Zapier Now, let's move on to Zapier to set up the integration. Open Zapier: Open a new browser tab and go to Zapier. Log in using your Google account for ease. Create a New Zap: Once logged in, click the "Make a Zap" button located at the top left of the screen. Choose a Trigger: The first step in creating a Zap is to choose the trigger. Type "Webhooks" in the search bar, select it, and then choose "Catch Hook" from the "Choose Trigger Event" dropdown. Copy the Webhook URL: Zapier will provide you with a webhook URL. Click the "Copy" button to copy it to your clipboard. Step 3: Setting Up CRM Automation Now, let's switch to your CRM to set up a trigger for data export. Create a New Trigger: In your CRM, go to the "Automation" section and then select "Triggers." Click "New Basic Rule" to create a new trigger. Configure the Trigger: Name the trigger (e.g., "Zapier Test"), select the appropriate account if you have multiple, and choose "Form submitted" as the condition. Then, add a filter to specify the form you want to export data from, such as the "LearnFree" form. Add Action to Trigger: Define the action that occurs when the form is submitted by selecting "Execute Webhook" and pasting the webhook URL from Zapier into the field. Activate the Trigger: Switch the trigger from "Draft" to "Activate" and save your changes. Step 4: Testing and Finalizing the Zap Test the Trigger: Back in Zapier, click "Continue" and then "Test trigger." This step ensures that your setup is working correctly. Link Google Sheets: Now, specify what Zapier should do with the data by selecting "Google Sheets" as the action app and choosing "Create Spreadsheet Row" from the action event dropdown. Connect Google Sheets: Log in to your Google account through Zapier to allow access to your Google Sheets, and select the spreadsheet you created earlier. Match Data Fields: Match the fields from your form to the corresponding columns in your Google Sheet, then continue. Review and Test: Click "Test & Review" to send a test row to your Google Sheet. Check your Google Sheet to confirm the data has been imported correctly. Turn on the Zap: Finally, toggle the Zap on and save it by giving it a name. By following these steps, you've successfully set up a Zap to export data from your CRM to Google Sheets automatically, enhancing your workflow efficiency.