Step 1: Create a Zapier account and add ‘Gleantap’ as an app from the search area under ‘My Apps.’ You can use this link if you aren’t able to find Gleantap under apps.
Step 2: Sign into your Gleantap account. You will need the following: API Key, API Secret, and App ID
The API Key and API Secret can be found under Settings - API. If nothing has been generated, click on ‘Generate New Key.’
App ID can be found under ‘Configuration - Workroom.’
Step 3: Set up your connection with the third party you are connecting to Gleantap.
For this example, we will use Google Sheets, but Zapier provides plenty of other options.
In Zapier, click on ‘Create a New Zap’ and sign into your account. Once you are signed in, you can choose the event that triggers the Zap to send information into Gleantap. A common set up is to use Google Sheets and use the event ‘New or Updated Spreadsheet Row.’
You will then choose the account you want to connect, the file you want to pull from, and the specific spreadsheet you want the data pulled from. Then, test the trigger and make sure the information getting pulled looks correct.
Step 4: Connect your Gleantap account with Zapier. This is where you map the trigger to the action, such as ‘adding a new customer’ or ‘new event.’ You will want to make sure that all of the columns in your spreadsheet have matching attributes in your Gleantap account. This can be done under Configuration - Attributes - Add Attribute.
Zapier will then ask you to test the connection. Click ‘Test Zap’ to send this information into your Gleantap account.
We recommend adding a ‘source’ attribute so you can keep track of which leads are coming in due to Zapier vs. another source.
Step 5: Turn on the Zap and let it run. Any new customers added to the spreadsheet will be automatically added into Gleantap moving forward.
You did it!