Do you want to easily maintain a spreadsheet of your subscribers? With OptinMonster’s Zapier integration, it’s simple! In this guide we’ll show you how to use Zapier to automatically send your OptinMonster lead information to a Google Spreadsheet.
- Create Google Spreadsheet
- Configure Webhook Integration
- Create Zapier Action
- Configure Google Sheets Action
- Test Action
- Turn on Your Zap
Step 1 – Create Google Spreadsheet
If you don’t already have a specific Spreadsheet created in your Google Sheets account you want to use to add subscribers to, you’ll want to create one now.
Once created, name your new Spreadsheet.
Finally, in the first row of your spreadsheet you’ll want to add the title of each data object you wish to collect. These can be any name that is convenient to you. Later, when you are configuring your Zapier Action, you’ll be prompted to link each title with the specific data object passed by OptinMonster. In this example we’ve setup our Spreadsheet to collect all data that can be passed by OptinMonster:
- Lead First Name
- Lead Last Name
- Lead Email Address
- Lead Phone Number
- Lead IP Address
- Lead Referrer URL
- Campaign ID
- Campaign Title
- Campaign Slug
Step 2 – Configure Webhook Integration
Now that you have your Spreadsheet ready, be sure to connect OptinMonster to Zapier using our Webhook integration option.
Follow our Zapier integration guide to connect OptinMonster with Zapier.
Step 3 – Create Zapier Action
Once you’ve configured a Webhook Trigger in Zapier following our Zapier integration guide, you’ll be ready to create an Action for your Zap. Select the Continue button to begin configuring your Action.
Step 4 – Configure Google Sheets Action
From the Choose an Action App screen, select Google Sheets.
Next you’ll be prompted to specify what Action should happen within Google Sheets. Choose Create Spreadsheet Row from the options.
Then click the Save + Continue button.
Zapier will now ask you to choose or connect your specific Google Sheets account. If you haven’t already connected your Google Sheets account to Zapier, select Connect a New Account.
If connecting a new Google Sheets account, a new window will open prompting you to login to your Google account and confirm Zapier can access your account. Select the Allow button to proceed:
Once connected, that window will close and you’ll be returned to your Action setup. You’ll see your new Google Sheets account available to select now. Once you select the account, click Test to test the connection.
If the test is successful, you will see a Success message. Click the Save + Continue button.
On the next screen you’ll be asked to choose the Spreadsheet and Worksheet that this Action should write new lead data to. In the beginning we created a new spreadsheet named ‘My Zapier Spreadsheet’, so that is what we selected for the Spreadsheet field. For the Worksheet field you can choose ‘Sheet1’ unless you specifically need to add data to a different sheet of your spreadsheet.
Once you set the Spreadsheet and Worksheet fields, additional fields will appear on the screen so you can link Titles you set in your new spreadsheet in the beginning of this guide to the data objects passed by OptinMonster. Selecting the dropdown for each field will show you each data object option.
Link each Title to the data object so the data is written to the correct column in your spreadsheet. This might look like the following:
Then select the Continue button.
Step 5 – Test Action
Zapier is now ready to test the Action you’ve configured and will show you the following screen. When you’re ready, select the Send Test To Google Sheets button to test your Action.
If everything was correctly configured you’ll see a success message! Select the Finish button to proceed.
IMPORTANT: You can also confirm the data has been correctly added to your spreadsheet, you’ll see a notice added by Zapier indicating test data has been entered:
Step 6 – Turn on Your Zap
The final step is to turn your new Zap on!
That’s it, you’ve successfully configured OptinMonster to work with Zapier to add subscribers to a Google Spreadsheet!
Looking for more ways to connect OptinMonster with Zapier? Check out our guide on how to receive text messages of new subscribers using SMS by Zapier.