Zapier is an integration platform that lets you connect web applications. It means you can use it to send data from one application to any other provided it is supported by Zapier.
In this article, we focus on the basics. Let us understand how Google Sheets can be integrated into CallHub via Zapier and how contacts can be added to the phonebook in CallHub.
- Zapier Account
- Google Sheet with headers(details that you wish to fill in Sheet)
- CallHub API Key
How to Integrate Google Sheets into CallHub
Choose "Make a Zap" on the Zapier dashboard and choose Google Sheets as the Trigger application and CallHub as the Action application.
As in the image below, choose "New or Updated Spreadsheet Row" as the trigger and the action as "Create New Contact" in CallHub.
Step 1: Choose "Use Zap" and then choose the Google Account to bring in the Google Sheets to connect. You need to select the Spreadsheet, the sheet and the column which when triggered causes an action. Click on Continue to proceed.
Step 2: In the Action section, choose the App and the action. To proceed you need to select the CallHub account to connect.
Post this, you may customize the settings in the Customize contact section. Choose the Phonebook to which the contact needs to be added, map the fields based on the Google Sheet you have connected. This will ensure the details are populated in the right fields. You may refer to the image below.
Click "Continue" to test the Zap to make sure all the options you selected are correct. By doing this, a test contact will be created in CallHub. You need to click on "Test & Continue".
Post the test, the Zap is created. You need to Turn on the Zap and you're good to go!!
Until the Zap is turned on, every Spreadsheet row added will create a new contact in CallHub.