Integration How To: Connect Clickfunnels to Google Sheets - Add Orders to a Spreadsheet
- Set-up the Clickfunnels to Google Sheets Zap from the video: http://zpr.io/gw5fn
- Give Zapier a try for free: http://zpr.io/g92jp
- Zapier's data & privacy policies: http://zpr.io/g92jj & http://zpr.io/g92jT
Managing, organizing, sorting, and delivering new orders to a fulfillment center or warehouse crew is a job unto itself. And it usually involves downloading a messy CSV or copying over order data into a spreadsheet like Google Sheets.
It takes time—but it doesn't have to. With Zapier, you can connect Clickfunnels to Google Sheets in an instant and send your new orders to a spreadsheet as they come in.
If you don’t know Zapier, it’s an automation tool that makes connecting all your apps happen in just a matter of clicks.
And Zapier’s going to help me send orders from Clickfunnels to Google Sheets with a Zap—an automated workflow.
All I’ll really need to do is connect my Clickfunnels and Google Sheets accounts and then match up information from my new order to the columns in Google Sheets.
First, I’ll connect my Clickfunnels account…This gives Zapier permission to monitor for new orders in Clickfunnels.
OK, Clickfunnels is connected and tested. This down caret button means I can select a specific funnel and step that I want Zapier to monitor for new purchases. It's not required that I select a specific funnel, which means Zapier will monitor all funnels and steps.
I'm going to skip grabbing samples since I don't have any recent orders. This will let me use Clickfunnel's default sample in the next step. But when you set this Zap up, I definitely recommend taking the time to pull in recent samples.
Now we connect to Google Sheets—We have links to our privacy and data policies in the description but basically, we keep your account information secure with bank-level encryption—we don’t take chances with your information. And now we just match information from Clickfunnels to Google Sheets.
When you see this button, that means you can grab information from the first step, from Clickfunnels, to populate these fields.
When I click test, we’re actually going to create a row in Google Sheets, so keep that in mind when you test your Zaps, too; Zapier is actually making the action happen.
Looks like a success, so let’s check out Google Sheets…and there it is. Just like that, we connected Clickfunnels to Google Sheets.
Now, every time I get a new order, this Zap will run and send the order to Google Sheets, building an easy-to-read orders database.
To set this Zap up, I used a Zap Template. They make it faster to create a workflow, and come with the apps and actions all ready to go. If you clicked on “Make A Zap” or your editor looks a little different, don’t worry, the principles are all the same.
For more information on Zapier and this Zap Template, check out the description. We hope this helps you be more productive!