Send Leads to CASEpeer with Zapier

This Zap will connect a Google Sheets Spreadsheet to CASEpeer. In this example, the trigger is a new row added in a Google Spreadsheet and the action is a new lead created in CASEpeer.

NOTE: To use this Zap, a firm administrator must activate the Zapier Integration and turn on Leads in Account Settings.

• Navigate to Zapier and log in.
• Click Create Zap in the left-hand toolbar.

• Name the Zap.

• Search and select the App where the Trigger Event will take place. This example uses Google Sheets.

• Choose the Trigger Event and click Continue. This example uses a New Spreadsheet Row.

• Connect the Google Sheets Account and click Continue.

• Navigate to Google Sheets and create the spreadsheet with Sample Data to test.

• Choose the Existing Spreadsheet from Google Sheets.

• Select which Sheet Zapier will be connected to and click Continue.

• Click Test Trigger and click Continue after a successful test.

• Search and select the App where the Action Event will take place. This example uses CASEpeer.

• Choose the Action Event and click Continue. This example will Create a New Lead.

• Connect the CASEpeer Account and click Continue.

• Match the Corresponding Fields from the Google Spreadsheet to the CASEpeer Lead Fields. Some fields will be optional.

• Below is an example of the matched fields.

• Once all fields have been matched, click Continue.
• Click Test & Continue.

• Click Turn on Zap after a successful test.

• A confirmation message will appear once the Zap has been successfully turned on.

Click here to save a copy of the Zap used in this article to your Zapier Account.