SM Lead Tracking

SM Lead Tracking with Zapier and Hubspot

Apparently my mic wasn't working when I recorded this. So feel free to use the instructions below to help guide you.

Workflow:

1. Create a Zap named: SM Leads -> Hubspot [Clients Name]
2. Trigger: Google Sheets
   1. Trigger Event: New or Updated Spreadsheet Row
   2. Choose Account: amanda@rushdigitalmarketing.com
   3. Spreadsheet: The client's SM Tracking Sheet
   4. Worksheet: The sheet we are tracking. (Instagram of Facebook.)
   5. Trigger Column: Status
3. Zapier Filter: Only continue if...
   1. Status
   2. (Text) Contains
   3. Lead
4. Action App: Hubspot
   1. Action Event: Create Contact
   2. Import as much as you can of the following: Name, Email Address, Social profile, RDM Tracking - IG/FB Lead