Add new TradeVulcan contacts to Google Sheets
Log new TradeVulcan contacts in Google Sheets for lightweight customer lists, QA review, or reporting. Use this when synced TradeVulcan contacts need to stay visible in Google Sheets for office follow-up, reporting, or audience management.
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
Field mapping
Suggested fields to map.
| 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.
- 2Select the new contact trigger and connect your TradeVulcan API client.
- 3Pull in a recent sample contact.
- 4Choose Google Sheets as the action app.
- 5Map display name, first name, last name, email, phone, address, and external ID.
- 6Test the action with one contact and check formatting in the destination app.
- 7Turn on the Zap after confirming duplicate prevention rules.
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.
- 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.
