Zapier: How To Connect The Investment Dominator To Google Sheets
What Is Zapier?
With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps
In this article, we are going to explain how to connect the Investment Dominator to Google Sheets to generate a sales document, but first, let’s talk a little about Google Sheets…
What is Google Sheets?
Google Sheets is a spreadsheet app. It looks and functions much like any other spreadsheet tool, but because it’s an online app, it offers much more than most spreadsheet tools. Here are some of the things that make it so much better:
It’s a web-based spreadsheet that you can use anywhere—no more forgetting your spreadsheet files at home. It works from any device, with mobile apps for iOS and Android along with its web-based core app. Google Sheets is free, and it’s bundled with Google Drive, Docs, and Slides to share files, documents, and presentations online.
How To Connect The Investment Dominator To Google Sheets
Step 1 – Create The Zap Workflow:
First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.
Under the ‘with this one!‘ field search for “Google Sheets“.
Under the ‘When this happens…’ field select ‘New Record‘.
And under the ‘then do this!‘ field select ‘Create Spreadsheet Row(s)‘:
Click the ‘Try it‘ button to continue with the setup.
Step 2 – Connect To Your Investment Dominator CRM:
Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.
NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.
Hit the ‘Continue‘ button on Zapier to keep going with the setup.
Step 3 – Setup The Zap Trigger
Under the ‘Record Type‘ field select ‘Land Deal‘.
Under the ‘Record Status‘ field select ‘Pending Preliminary Research‘.
Click the ‘Continue‘ button to progress to the next step:
Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator land list under ‘Pending Preliminary Research‘.
If everything looks good, click the ‘Continue‘ button twice to progress to the next step.
Step 4 – Connect Your Google Sheets Account
Click the ‘Sign in to Google Sheets‘ button then log in to your account.
Step 5 – Setup The Action
Under the ‘Set up action‘ heading select which Google Drive and the sheet that you want to connect to.
You will notice the columns in your sheet will import onto the Zapier screen and it will let you select which information can be selected for your rows.
Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.
Click the ‘Test & Continue‘ button.
If all goes well you will see a message like this:
Click the ‘Turn on Zap‘ button to complete the process.
Hooray! Now, when you update a record onto the Pending Preliminary Research status in the Dominator CRM it will also be automatically sent to your Google Sheets by Zapier!