The below examples are for Google Sheets and Slack, but this information can be sent to various other programs and softwares as well. You can also send Leads directly into DripJobs if you're not already! See more about that in this article.
📢 NOTE 📢
Data such as Job Amount and customer details can be exported.
1. Create a Zapier account
Visit www.zapier.com to create a Zapier account and get started.
2. Click on Create to start a new Zap
3. Click on New Zap
4. Click on Trigger
5. Search for DripJobs
6. Click on Proposal Accepted
7. Click on Continue
8. Click on Sign in
🗨️ Finding the DripJobs API Key...
You will likely need to ask your client to do the following steps.
9. Click on Company Settings
10. Click on Integrations
11. Copy the API Key in the Zapier box
🗨️ Continue in Zapier...
12. Paste the API Key
13. Click on Yes, Continue to DripJobs
14. Click on Continue
15. Click on Test trigger
16. Choose a record
17. Click on Continue with selected record
🗨️ Using a Filter...
You can utilize the Filter feature to only trigger leads with your Lead Source for the Zap.
18. Click on Add a step
19. Click on Filter
20. Click on Choose field…
21. Choose Customer Lead Source
22. Click on Choose condition…
23. Choose (Text) Contains
24. Type Lead Source name
This should be the name your client is using as a choice for Lead Source in DripJobs.
25. Click on Continue
🗨️ Transferring to a Google Sheet...
26. Create a Google Sheet
Visit Google Docs and create a spreadsheet with the desired Headers of information you'd like to bring over.
27. Click on Google Sheets
28. Click on Choose an event
29. Click on Create Spreadsheet Row
30. Click on Continue
31. Click on Sign in
32. Choose the Google Account
33. Click on Allow
34. Click on Continue
35. Choose the Google Drive where the spreadsheet is saved
36. Choose the correct spreadsheet
37. Choose which Sheet on the spreadsheet to send the information
38. Fill in all of the desired information to pull into the spreadsheet
39. Click on Continue
40. Click on Test step
41. The information will be transferred over to the spreadsheet
42. Click Publish at the top right to activate the Zap
🗨️ Creating a Slack message...
43. Click on Add a step
44. Choose Slack
45. Click on Send Channel Message…
46. Click on Continue
47. Click on Sign in
48. Click on Allow
49. Click on Continue
50. Choose a Slack channel
51. Type Message Text
52. Click on Proposal Accepted in DripJobs
53. Choose any other data you would like to be in the Slack message
54. Click on Continue
55. Click on Test Step
57. The message will now show in the designated Slack channel.
56. Click Publish at the top right to activate the Zap
