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Zapier airtable across multiple fields2/22/2024 From your dashboard, click the Create Zap button.įor your trigger app, select your lead generation app, like Facebook Lead Ads or Typeform. It takes five steps:Ĭreate a new Zap in your Zapier account. Here's how you can create a Zap with whichever lead generation and spreadsheet tools you use. A single Zap can perform one or more actions. The action: an event a Zap performs after it's triggered, like adding a lead to a spreadsheet. The trigger: an event that starts a Zap, like when you get a new lead. If something happens to your primary lead tracking tool, you won't lose all your lead information-giving you peace of mind.Įvery Zap follows the same structure: When this happens, do that. Spreadsheets make it easier to slice-and-dice large datasets for faster analysis.īack up your data: Spreadsheet and database apps are also a great way to create an archive of your data. They allow you to share specific information in an organized, easy-to-read way.Įasily analyze data: If you're reviewing a large amount of customer data or want to review data from a variety of sources, your CRM might not be your best choice. Protect customer information: If you want to limit access to your CRM (so only certain people can interact with important customer data), spreadsheets are a smart solution. That way, your team can easily access lead information without digging through multiple tools. Streamline team collaboration: When you have new leads coming in through multiple demand generation channels-like ads, forms, and chat-it's essential to ensure they get sent to one central place. Here are a few reasons why you should add leads to a spreadsheet or database: Fortunately, that's where spreadsheets can come in handy, helping you more easily track and share data with specific people. Siloed or inaccessible data makes it challenging to communicate effectively with leads. Why should you add leads to a spreadsheet or database?
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