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SalesRabbit Leads x Google Sheets

  • Nov 8, 2024 5:35 PM UTC
  • 7 replies
  • 109 views

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! 

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7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Nov 8, 2024 6:45 PM UTC

Hi @SharkDonuts 

Most Zap app triggers/actions work on a per record basis.

Available Zap app triggers/actions for each app:

 

Try these Zap steps:

  1. Trigger: SalesRabbit - New/Updated Lead
  2. Action: GSheets - Create Row

  • Author
  • Beginner
  • Nov 8, 2024 6:48 PM UTC

Hey @Troy Tessalone appreciate the quick response here! I actually managed to configure the zap of SalesRabbit - new/updated lead > GSheets - create row however I don’t need a task created/zap fired whenever a lead is created/updated. Having it fire once a day with all the new/updated leads would suffice. Based on this, how would you recommend I set up my zap?


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Nov 8, 2024 6:57 PM UTC

@SharkDonuts 

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


JammerS
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  • Zapier Staff
  • Nov 11, 2024 4:36 AM UTC

Hi @SharkDonuts,
 
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.


  • Author
  • Beginner
  • Nov 11, 2024 3:37 PM UTC

Hey @JammerS hope you had a nice weekend! Unfortunately Troy’s recommendation didn’t get the job done :( Would you be able to assist me in setting up this zap?


Sebastian M
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  • Zapier Staff
  • Nov 14, 2024 4:29 PM UTC

Hi @SharkDonuts,

 

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! 😊


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Nov 14, 2024 4:50 PM UTC

​@SharkDonuts 

This seems related to your other topic: