In this presentation, we will show you how to connect CampaignTrackly (the digital campaign link tagging automation tool for marketers) with Google sheets in minutes using Zapier and without the need to use code or hire a programmer. All this thanks to the ability to integrate CampaignTrackly with Zapier.

1. BUILD A GOOGLE SHEETS +
CAMPAIGN
TRACKLY ZAP IN 4
MINUTES OR LESS
CampaignTrackly IntegrationToolsTraining
1
CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com

2. CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com
4 REASONS WHYYOU
SHOULD CREATE A ZAP
• It’s very useful - you can instantly automate the transfer of data and
updates, saving time and putting a stop to menial unexciting tasks
• It’s fast and easy, and does not require any coding
• You can share relevant data with key stakeholders without missing
deadlines - the zap does the scheduling for you
• You can easily integrate data across multiple apps enabling
transparency and effective information sharing without duplicating
efforts.

3. CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com
3
You could go with Gmail, Trello and many others as well. But
let’s start with this simple action of auto-populating a Google
Sheet every time a new campaign gets created.
WHY LINK WITH
GOOGLE SHEETS?

4. STEP 1
Create a Zapier account. Login and from the home page,
click the red button to “Make a ZAP!”

5. STEP II
You will be taken to a zap making dashboard, where, in the
search bar, you need to type "Webhooks by Zapier".

6. STEP III-A
You will then be asked what webhook type you want. Select
'Catch Hook" and click the blue button to "Save+Continue".

7. STEP III-B
The next page asks you to “Pick off a Child Key”. It’s OK
to ignore and just click “Continue”.

8. STEP IV
Zapier will give you a URL, which you need to paste in
your CampaignTrackly app. Copy it and press “Continue”.

9. STEPV
You need to login to CampaignTrackly and go to Settings >
Integrations to paste the hook’s url. Please hit “Save”.

10. STEPVI
While you are on CampaignTrackly, create a test campaign
with at least one tagged link, then head back to Zapier.

11. STEPVII
Head back to Zapier. Your connection should be a
success. Now let’s press “Continue”.

12. STEPVIII
Now let’s connect CampaignTrackly with Google Sheets. (If you
already successfully connected to Gmail, you don’t need to go
through steps 1-VII, you can just add a new action using the + icon.)

13. STEP IX
Select the “Update Spreadsheet Row” Option and click
“Continue”.

14. STEP X
Now it’s time to connect to your Google Sheets
account and hit “Save and Continue”.

15. STEP XI
Next, lets head over to Google Sheets. Create a new
sheet, name it and add these values in it:

16. STEP XII
Now, lets head back to Zapier, where we need to locate
our spreadsheet, so CampaignTrackly can connect to it:

17. STEP XIII
If you have renamed your worksheet (tab) as advised
in step XI, just select the right name and “Continue”.

18. STEP XIV
Zapier will identify and connect to your columns as well. Now
it’s time to decide what data goes into each column, by clicking
its Settings icon.

19. STEP XV-A
Click the icon, select the “Catch Hook” option and
from the drop-down, click “Campaign Date”.

20. STEP XV-B
Repeat the same process to populate your Campaign
Name and ID & Links.

21. STEP XVI
If everything went well - you should be ready to send
you test to Google Sheets. Hit the “SendTest” button.

22. STEP XVII
If your test was a success, lets head over to Google Sheets to
check if our campaign data got there. But first, let’s hit
“Continue”.

23. STEP XVIII
Seems like everything is in order in Google Sheets and
the new campaign information went through! Success!

24. STEP XIX
Now, all that’s left is to activate your ZAP and you are in
business! Now every time a new campaign is Creates in
CampaignTrackly, it will get added in your Google Sheet.

25. CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com
Thank you! Questions?
Visit: www.campaigntrackly.com
or Email us at:
support@campaign-trackly.com
25