Add new TradeVulcan contacts to Google Sheets
Log new TradeVulcan contacts in Google Sheets for lightweight customer lists, QA review, or reporting. Use this customer contact automation when TradeVulcan contacts need to stay visible in Google Sheets for office follow-up, customer reporting, audience management, or list hygiene. Map stable identity fields like TradeVulcan contact ID, phone, email, and address so the destination stays searchable and easier to deduplicate.
Who this is for
- Owners who want visibility
- CSRs and dispatchers who need faster handoffs
- Office managers who track lead source and follow-up
Apps required
- TradeVulcan
- Google Sheets
- Zapier
Trigger
- TradeVulcan: New Contact
Action
- Google Sheets: Create Spreadsheet Row
What moves
- Customer identity and contact details
- Service address, requested work, urgency, and latest notes
- Lead source, campaign context, status, and created time
Filter guidance
- Filter by trade, campaign, source, urgency, status, or service area when not every lead belongs in this workflow.
- Use filters before the action step so the destination app only receives useful records.
Field mapping
Suggested fields to map.
Zapier can hide user-specific columns, board fields, pipeline fields, and database properties until you choose the destination workspace. Use this map as the source of truth, then finish the account-specific fields after selecting the exact Google Sheets destination.
| Source | Destination | Notes |
|---|---|---|
| TradeVulcan contact id | External ID | Map when available. |
| Display name | Name | Map when available. |
| First name | First name | Map when available. |
| Last name | Last name | Map when available. |
| Phone | Phone | Map when available. |
| Map when available. | ||
| Street, city, state, postal code | Address fields | Map when available. |
Setup instructions
Step-by-step setup.
- 1In Zapier, choose TradeVulcan as the trigger app and connect the workspace that owns the contacts you want to sync.
- 2Select the New Contact trigger and pull in a recent sample with name, phone, email, address, and TradeVulcan contact ID populated.
- 3Choose Google Sheets as the action app and select the workspace, list, audience, table, or sheet that should receive approved contacts.
- 4Map display name, first name, last name, email, phone, address, and TradeVulcan contact ID so the destination record is searchable and dedupe-friendly.
- 5Add a filter when only booked customers, marketing-approved contacts, or contacts from certain sources should move into the destination app.
- 6Test the action with one contact, check phone/email formatting, and confirm the record lands in the right list or workspace.
- 7Turn on the Zap after confirming duplicate prevention rules and reviewing who owns failed task cleanup.
Common mistakes
- Using the wrong TradeVulcan workspace credentials.
- Mapping phone or address fields into notes only.
- Skipping duplicate checks when the destination app supports lookups.
- Skipping a filter step when only certain lead sources, trades, service areas, or statuses should continue.
- Turning on the Zap before a real sample has been tested.
Testing checklist
- Sample data appears in Zapier.
- Destination record has name, phone, source, service type, status, notes, and date fields.
- The right channel, spreadsheet, board, or CRM pipeline is selected.
- The office owner knows where failures will be reviewed.
FAQ
Which TradeVulcan contacts should go to Google Sheets?
Send contacts that need visibility in Google Sheets, such as booked customers, marketing-approved contacts, or accounts the office wants to report on. Use filters if not every contact belongs there.
What fields should I map for the Create Spreadsheet Row action?
Map display name, first name, last name, email, phone, address, and TradeVulcan contact ID so the sheet stays searchable and dedupe-friendly.
How should I test contact creation in Google Sheets?
Run one sample contact, confirm the sheet is created in the correct Google Sheets workspace or list, and verify phone/email formatting before turning the Zap on.
