read time: 3 minutes
Introduction
Integrating Luna with Zapier allows you to automate lead generation and seamlessly add new leads to your playbooks from various sources, such as Google Sheets.
In this guide, we'll walk you through the process of creating a Zap that automatically adds new leads from a Google Sheet to your Luna playbook.
Benefits of Integrating Luna with Zapier
Automate lead generation and save time by eliminating manual data entry
Seamlessly add new leads to your playbooks from various sources, such as Google Sheets
Streamline your workflow and ensure that your playbooks are always up-to-date with the latest lea
Step-by-Step Guide to Creating a Zap
Step 1: Enable API Leads in Your Luna Playbook
Navigate to the "Leads" section in your Luna playbook
Click on "Configure lead sources"
Click on "Configure API Leads"
Make sure that the API source is enabled (🟢) for your playbook (this is essential for the leads to be added successfully)
Step 2: Create a New Zap in Zapier
With the information provided in the "Configure API Leads", go to Zapier to create a Zap.
Log in to your Zapier account and click on "+ Create" ➡️ "Zaps"
Name your Zap (e.g., "Luna Leads from Google Sheet")
Choose your trigger app, e.g. Google Sheets
Select "New Spreadsheet Row" as the trigger event
Connect your Google Sheets account and select the spreadsheet and worksheet you want to use
Step 3: Set Up Your Luna Action
Choose "Luna" as your action app
Select "Add Lead to Playbook" as the action event
Follow the instructions to connect your Luna account
You'll need your account's API key, which can be found in your settings
Enter your Playbook ID and API Key (you can find these in the "API Leads" tab of your Luna playbook)
Map the fields from your Google Sheet to the corresponding fields in Luna (e.g., first name, last name, email, company website, etc.)
6. Add an identifier for your Zap (e.g., "Google Sheets Test") to help you track the source of your leads
Step 4: Test and Publish Your Zap
Test your Zap to ensure that the data is being mapped correctly and the leads are being added to your Luna playbook successfully.
If the test is successful, publish your Zap.
Your Zap is now live, and any new rows added to your Google Sheet will automatically be added to your Luna playbook as new leads.
Best Practices and Tips
Ensure that your Google Sheet headers match the variable names accepted by the Luna API (e.g., "first_name", "last_name", "email", "company_website")
Use the "API Identifier" field to help you track the source of your leads and monitor the performance of your Zaps
Regularly check your Luna playbook to ensure that leads are being added correctly and that there are no errors
Consider creating separate Zaps for different lead sources or playbooks to keep your workflow organized and easy to manage
Conclusion
Integrating Luna with Zapier is a powerful way to automate your lead generation process and streamline your workflow.
By following this step-by-step guide, you can easily create a Zap that automatically adds new leads from a Google Sheet to your Luna playbook, saving you time and ensuring that your playbooks are always up-to-date with the latest lead information.
KEY TAKEAWAYS
Enable API Leads in your Luna playbook before creating your Zap
Use Zapier to connect your Google Sheets account and set up a trigger for new spreadsheet rows
Map the fields from your Google Sheet to the corresponding fields in Luna
Test your Zap to ensure that leads are being added successfully
Use the "API Identifier" field to track the source of your leads and monitor Zap performance
Regularly check your Luna playbook for errors
By leveraging the power of Luna and Zapier, you can take your lead generation process to the next level and focus on what matters most - engaging with your leads and closing more deals.
Happy selling! 🚀