This integration with Zapier allows you to update or create a row in the spreadsheet.
Meaning: you have a folder full of records and want to back it up.
Here are the steps:
- Export the folder data into a spreadsheet so you have the back up file ready.
- Connect the folder to this spreadsheet via Zapier that will constantly update it.
I will take the Deals folder as an example in this Zap.
You will need to build 2 zaps for this integration.
ZAP 1
The steps to set up this automation are as follows:
- Choose NetHunt as a trigger and set it to New or Updated Record (Advanced) and Edit options: Folder>Deals; Field>Stage. Here you can select multiple fields that will be triggered to update/create a row in your spreadsheet:
- Set an action application: Google Sheets and set the action: Lookup Spreadsheet Value.
Set up the template:
Drive: My Google Drive
Spreadsheet: Deals Zapier (this is my sample spreadsheet)
Worksheet: Records
Lookup Column: <Record ID> (this is the value you indicate)
Lookup Value: You take from Step 1>Record ID
- Choose Spreadsheet as an action>Update Spreadsheet Row and set up the template:
ZAP 2
The steps to set up this automation are as follows:
- Choose NetHunt as a trigger and set it to New or Updated Record (Advanced) and Edit options: Folder>Deals; Field>Stage. Here you can select multiple fields that will be triggered to update/create a row in your spreadsheet:
- Set an action application: Google Sheets and set the action: Lookup Spreadsheet Value.
Set up the template:
Drive: My Google Drive
Spreadsheet: Deals Zapier (this is my sample spreadsheet)
Worksheet: Records
Lookup Column: <Record ID> (this is the value you indicate)
Lookup Value: You take from Step 1>Record ID
- The third step is the FILTER action: You need to set a condition: Continue if the RECORD ID>Does not exist:
- The fourth step will be to choose Spreadsheet as an action>Create Spreadsheet Row and set up the template. Fill out all the fields with new values (that will be created in the spreadsheet row):
