Michael Reynaga Asked:

“If I’m trying to upload the appointment date and time that a customer selects into a Google Sheet using Zapier, what field would I be looking to select? Is it ‘Customer Created Date’?”

The Answer:

To upload the appointment date and time to Google Sheets using Zapier, the field you’re looking for is “Calendar Start Time.” This field represents the start time of the appointment the customer selects, ensuring accurate scheduling data in your sheet.

Step-by-Step Guide to Export Appointment Data to Google Sheets

1. Set Up Your Zap

  • Log in to Zapier and create a new Zap.
  • Trigger App: Select Agent CRM.
    • Trigger Event: Choose Appointment Scheduled.

2. Connect Your Agent CRM Account

  • Authenticate your Agent CRM account in Zapier to pull in appointment data.

3. Select the Right Field

  • In the data mapping section, look for the field labeled “Calendar Start Time.”
    • This is the specific field that holds the date and time of the appointment your customer selects.
    • Do not use the “Customer Created Date,” as it reflects the time the lead was created, not the appointment.

4. Set Up Your Action

  • Action App: Choose Google Sheets.
    • Action Event: Select Create Spreadsheet Row.
  • Map the relevant fields from Agent CRM to the columns in your Google Sheet:
    • Customer Name → Name Column
    • Calendar Start Time → Appointment Date/Time Column
    • Any other relevant details you’d like to include.

5. Test and Activate the Zap

  • Run a test to ensure data flows correctly into your Google Sheet.
  • Turn on the Zap to automate the process.

Pro Tips for Managing Appointments

  • Use Clear Column Labels: Ensure your Google Sheet columns are clearly labeled (e.g., “Customer Name,” “Appointment Time”) to simplify data mapping.
  • Validate Time Zones: If working across multiple time zones, include a column for the time zone or adjust the data accordingly.
  • Automate Follow-Ups: Combine this workflow with Agent CRM’s automation tools to send reminders or follow-ups based on appointment times.

Learn More

Explore these resources for additional insights:

Bonus Resource: Watch and Learn

https://www.loom.com/share/719f8aa4736b45fe9659e89dc0757e55”

 


Software, zapier

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