When you’ve connected Excel to Zapier, click “Use this one” and you’re then taken to…
Now you need to configure the Excel side of things.
Most of the options are pretty self-explanatory, however, the following fields need special attention:
- Name: “From Name”
- Email: “From Email”
- Subject: “Subject”
Prior to picking your spreadsheet from the drop-down (in our case Zapier.xlsx), we highly recommend you create 3 separate columns in your spreadsheet.
We named our columns “From Name”, “From Email” and “Subject”.
By doing this, you make sure that the data from Gmail is placed in the right places in your spreadsheet.
This is really important and was a minor hiccup we experienced. So please take note 🙂
Then hit “Save + finish!”
Zapier then turns your zap on…
Now, Zapier gives you the option to skip the test.
However, since this was our first time trying out Zapier, we decided to test if things were set up properly.
So hit the “Test out my new Zap” button…
Head to your Gmail and follow the above 3 (easy) steps and click “Continue + fetch the email”
Now Zapier is going to test if it’s correctly hooked up with Excel.
Simply click “Continue + send to Excel” to see if things are connected properly.
When you hit this button, Zapier will try to send a row to Excel which is the very backbone of this zap.
So let’s see what happens…
Zapier says things are working 🙂