Hey there! I want to set up a Zap that runs every day where it takes all the lead data I have in SalesRabbit and exports it into a Google Sheet. How can I go about setting up that Zap? I think it’s worth pointing out that I have multiple lead owners (10+ for all the reps we work with) and I want a way to get all their data, not just an individuals. If someone could walk me through the setup process that would be greatly appreciated, thanks!
Hi
Most Zap app triggers/actions work on a per record basis.
Available Zap app triggers/actions for each app:
- SalesRabbit: https://zapier.com/apps/salesrabbit/integrations#triggers-and-actions
- GSheets: https://zapier.com/apps/google-sheets/integrations#triggers-and-actions
Try these Zap steps:
- Trigger: SalesRabbit - New/Updated Lead
- Action: GSheets - Create Row
Hey
Zap trigger: Schedule
That would involve using the SalesRabbit API: https://developers.salesrabbit.com/docs/public-api/ZG9jOjgwMzMxNjE-introduction
Using app APIs in Zaps is an advanced approach.
Resources for using app APIs in Zaps:
If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts
Hi
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
We're looking forward to your response.
Hey
Hi
Could you let us know more about the issue you’re running into? Would this have to do with the total task usage on your Zapier account?
Looking forward to hearing from you!
This seems related to your other topic:
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