Zapier is a tool that allows integration between different apps.
A Zap uses a Trigger and then one or more action items.
The basic template we suggest using will receive a trigger from a new or updated row on a Google Sheet, will use our Lusha API app to find contact and company details and will then export the details found back to the 2nd Google Sheet. The trigger to run the search using the API will be a first and last name (can be entered in the full name column) and Company/Domain/Email. If either of the 3 parameters is missing or not set up correctly, the search will not take place.
A change in any column in a row will trigger a search for that row. Using the additional sheet for the output will avoid duplicate searches.
Initial setup and requirements.
In order to create the Zap you will need:
Account on Zappier
API key from Lusha
2 Google Sheets setup.
We suggest using separate sheets for input and output to avoid changes to the initial list.
The 1st Google Sheet needs to be set up with the following column headers in row 1:
First Name, Last Name, Full name, Company, Domain, LinkedIn URL, Email.
When completed it should look like this:
In Row 2 you will need to enter a sample in order to provide a reference for the Zap setup. Enter first & last name or a full name and enter a Company, Domain or work Email (domain of email address must match company domain). Note: the setup of the ZAP must match the column you will use to run the search.
Example of First Name, Last Name and Company name:
Example of Full name and Domain name:
The 2nd Google Sheet needs to be set up with the following column headers in row 1:
First Name, Last Name, Full name, Company, Domain, LinkedIn URL, Email, Email1, Email2, Phone1, Phone2, Company Description, Employees, Founded, Founders, Logo, Facebook, Twitter, LInkedIn.
When completed it should look like this:
To create the new Zap click on "Make a Zap!" on your Zapier account page:
Step 1. Setup the trigger:
1. Choose a trigger app - in this case, we will select Google Sheets that can be found under the popular apps or by entering "Google Sheets" in the search window.
2. Select the Trigger Event either the "New or Updated SpreadSheet Row" or "New Spreadsheet Row". If you are using an automated system that will always enter the data in the row below the last one used, select the New Spreadsheet row, and this will trigger the Zap only when a new row ID is used. If you intend on altering the original spreadsheet and replacing data (e.g. run 500, replace them with a different 500 on the same row ID's) use the New or Updated row option.
3. Choose the Google Sheets account and click on Continue (here you will connect to the Google account that holds the Google Sheet you will be using).
4. Spreadsheet - select the Spreadsheet from the dropdown menu (this will be the sheet you will be inputting from).
5. Worksheet - Select the Worksheet from the drop-down menu (this will be the sheet you will be inputting from)
6. Leave "Trigger Column" as "any_column".
7. Click on Continue.
8. Verify that the details of the Spreadsheet and worksheet are correct and click on "Test trigger"
You should receive the message "We found a spreadsheet row!".
You can now click on Continue below.
Step 2. Setup the Lusha Action:
1. Enter "Lusha" in the Search window and select the Lusha app.
2. On the Action Event select from the drop-down menu "Lookup Contact"
3. Click on Continue
4. Enter your Lusha API key (copy from your Lusha API dashboard page).
5. Click on "Yes, Continue"
6. Click on "Continue"
7. In this window you will set up the source for the Lusha Lookup Contact, make sure to select the columns you will be using in the Spreadsheet.
a. Full Name - If you are entering a full name in the trigger spreadsheet select from the drop-down menu "Full Name", or select "First Name" insert a space and then select "Last Name".
b. Company By - Select from the dropdown menu the type of data that will be entered in the text field. Select from company "Name", company "Domain" or work "Email".
💡 Important note: the selection must correlate with the data that will be entered into the spreadsheet.
c. Company - Select from the drop-down menu the column header you will be using as the source of the data, and this must match the selection of Company By.
d. LinkedIn URL - Select from the drop-down menu the LinkedIn URL value, you may need to click on 'Show all options' in order to see the LinkedIn URL:
💡 Important note: The LinkedIn URL is an optional field, however, if you have the prospect's LinkedIn URL it will improve the hit rate and data accuracy dramatically.
Here is an example of "First Name", "Last Name", Company by "Name" ("Company") and LinkedIn URL:
8. Click on "Continue".
9. Click on "Test & Continue"
If you are getting an error message please scroll down to the end of the article and see the "Common Errors" section or contact Support (in the chat or via email)
If the test was successful you should see a green V mark next to Step 2:
10. Click on the + (plus) sign to add another step (the action item).
Step 3. Setup the Google Sheets Action (Update Spreadsheet Row):
1. In the Zap list, select Google Sheets
2. There are 2 possibilities here:
"Create Spreadsheet Row" and "Update a Spreadsheet row".
Creating a row will create a new row when details are found (no empty rows), regardless of the original row id.
Updating a row requires the selection of a custom value in step 3.6.3 below. This will create the row on the same row id as the input (will leave empty rows when details are not found).
3. Click "Continue".
4. Click on "Choose an account..." and select the account that will hold the output spreadsheet.
5. Click "Continue".
6. Select the Spreadsheet that will be populated by the details found by Lusha:
a. Spreadsheet - select the Spreadsheet from the drop-down menu (this will be the sheet you will be outputting to).
b. Worksheet - Select the Worksheet from the drop-down menu (this will be the sheet you will be outputting to).
c. If "Update a Spreadsheet row" was selected in step 3.2, on the Row field click on "Choose value..." and select "Custom" then click on the arrow near the "New or Updated Spreadsheet Row in Google Sheets", click on "Show all options"
Then select "Row ID" (see screenshots below):
7. Now you can select the fields that will be populated in the 2nd spreadsheet:
a. First you will populate the columns that will copy the input data, example below:
b. First Name/Last Name/Full Name - click on "Enter text or insert data..." click on "New or Updated Spreadsheet Row in Google Sheets" select the "First Name" from the drop-down menu. Follow the same process for the Last Name/Full Name.
b. Company/Domain - Depending on the input data you have, select between Company/Domain/Email - click on "Enter text or insert data...", then click on "New or Updated Spreadsheet Row in Google Sheets" and select the input field you have.
For example in this case we used "Company".
(Note: If you are using "Domain" as your search parameter, perform this step in the "Domain" field).
c. Email1/Email2 - click on "Enter text or insert data...", click on the dropdown menu arrow on "Lookup Contact in Lusha" and select the option that matches the field name.
d. Phone1/Phone2 - click on "Enter text or insert data...", click on the dropdown menu arrow on "Lookup Contact in Lusha" and select the option that matches the field name. Manually add = " before the selection and " after the selection to get the number formatted.
It should look like this:
(Note: In this case, the test contact didn't return results for Phone number).
e. In the rest of the fields click on "Enter text or insert data...", click on the dropdown menu arrow on "Lookup Contact in Lusha" and select the option that matches the field name.
8. Click "Continue".
9. Click "Test & Continue"
If the test was successful you should see a green V mark next to Step 3.
Your Zap is ready for use! Now turn it on by clicking on the toggle marked as Off or by clicking on Turn on Zap.
Test your Zap!
In order to test your Zap, go to the input spreadsheet and in a new row (starting on row 3 as row 2 was already used to set up the zap) enter a full name (or first and last name if this was selected as the source in step 2) and a company name (domain name or email if these were selected as the source in step 2).
It may take few seconds/minutes for the data to refresh and be presented in the output sheet.
Under your Zaps you can view the zaps you created and performing various changes on those zaps. By clicking on the arrow next to the created Zap then on "View Zap History" you can see if the request was successful or not.
For example in this case one of the requests were not successful, flagged as "Stopped".
If we click on the request that is under the status "Stopped" we will see the reason of why it wasn't successful, in this case Lusha couldn't find contact details:
In order to get results only by "Phone numbers" or "Emails" please do the following:
Go to the "Property" field (in Step 2 - Action - "Set up action")
You can choose either "Phone numbers" or "Email addresses as seen below
Not selecting one of the options will output results for both data points.
⚠️ Common Errors:
The test was failed on Step 2 - Action
In this case, the issue was that we didn't enter a space between the First and Last name as you can see in the image below:
To fix it we simply go back to the Full Name field and enter a space in between the First and Last Name:
Phone number shows up as #ERROR!
When adding a phone number make sure to manually add quotation marks before and after the phone number so it can be formatted properly otherwise the data will be presented as a formula parse error in the Google Sheets file.