Automatically Add Form Leads to Newsletter Service

Step 4: Click 'Create a new Zap' in the top left corner of your Dashboard

After logging in or creating your account, you will be sent to your Dashboard. From there to start creating your Zap to integrate with your contact form, click 'Create Zap' on the top left corner of your screen.

Step 5: Click 'Google Sheets' Under First Section

For the first section of creating a new Zap, make sure you click 'Google Sheets'. You can also rename your Zap at the top left screen at any time. It is important to have your zaps named, to ensure you know what the action does.

Step 6: Under Trigger Event, Click 'New Spreadsheet Row'

This will tell Zapier to intrigrate a new customer into Urable any time there is a new row formed on your contact form spreadsheet.

Step 7: Connect Google Drive Account and Select Under 'Choose Account'

Make sure that your correct Google account is selected, this would of been connected to the email you gave us. If it does not have the spreadsheet shared or created from that profile, nothing will show up for your spreadsheet selection.

Step 8: Select the Contact Form Google Sheet and Select the Correct Sheet

Make sure to select the correct Google Sheet if your account has multiple sheets in your drive. From there, select the right sheet in your document. If you only have one sheet, there will only have one selection.

Step 9: Click 'Test Trigger'

To advance to the next steps, it is important to make sure your trigger works. Click the 'Test Trigger' button and see if the spreadsheet inputs below. If it looks correct, move onto setting up actions.

Step 10: Create an Action with your Selected App/Newsletter Service

Required: You will want to have a newsletter account setup prior to this.

Find your selected newsletter service and click that software. It will require you to login and authorize that app to connect.

Step 11: Under Event, Click 'Add/Update Subscriber'

This messaging may be slightly different depending on what newsletter service you are using. In this example it is MailChimp.

Click continue.

Select your Mailchimp account. Then Click continue.

Step 13: Fill Out Action Section

You need create an Audience that all new form submissions enter. We suggest creating one in your newsletter service PRIOR to this step. Something like New Subscribers would work.

Next, you want to fill out all the values that come through in your Google spreadsheet and contact form. For most companies, name, email and phone number are all that is required. If you have any more sections in your form that appear in Zapier, make sure to add them. Below are the most common values and how to set them up properly.

First Name & Last Name: Make sure for the Name section, you select 'First Name' Hit SPACE, then Click 'Last Name', then change the type below to 'Person'.

Email: Click 'Email' in the drop down box. It might be below other options, if so click 'View More' to see it and select it.

Phone: Similar to above, click Phone in the drop down box.

When complete, hit continue.

Step 14: Test and Activate Zap

Now that all the proper information is inserted, now it is time to test your zap. Click 'Test and Continue' for Zap to see if the connection with Urable is working properly. If everything looks good, then you can turn on your Zap and every contact form submission is inserted directly into your customer list.

Time to start emailing. We suggest that this a perfect time to setup email flows and automations to tell customers on why your shop is the best around!