NOTE: In this example, we'll be using a Google Sheet to provide the data and trigger the Zap. For your use case there are two requirements. First, there must be a trigger action available for your data source. Second, all required fields must be provided. The required fields are listed below.
Using our Zapier application with Google Sheet, you can import historical custom clicks for offline or historical events quickly and easily.
Our Zapier integration is not yet listed in Zapier's Application directory. In the meantime, you can use this link to access our application within Zapier.
The first step is to setup the Google Sheet. I referenced the help document Create Custom "Clicks" with HTTP Post in deciding what fields I needed to include for my example.
You will need to create a new spreadsheet. In my example I created the following columns:
- Date_Time - Date/Time Format (mm/dd/yyyy hh:mm am/pm)
- Timezone - This would be the timezone your CRM is using, NOT the Timezone of the Contact. (EST Timezone="UTC-5", CST Timezone="UTC-6", etc)
Here's what my example looks like:
The next step is to setup your Zap.
The first step is to create a trigger. For this example, the trigger will be adding a new row to the Google Sheet we created. For the example this is being done manually, but it could be a step in an automation or workflow that already exists in your business.
To setup the trigger, create a new Zap and choose the Google Sheets Trigger App.
The trigger will be New Spreadsheet Row
Establish and test the connection to your Google Docs account.
Specify the name of the Google Sheet and which tab will be used to load the custom click event data.
Then you can test your connection and pull in sample data for step 2.
Now you're ready to set up the part of the Zap that will send data to Wicked Reports.
Choose the Track a Click action
Establish and test your connection to Wicked Reports
Set the Template options (using the mappings specified in your help doc on HTTP Post submissions) to correspond to the fields we setup in the spreadsheet.
Test your final step and turn on your Zap.
Within 24 hours you should be able to see your custom click events in your Wicked Reports.