Table of Contents
Introduction
In the fast-paced world of social media and digital marketing, automation is key to staying ahead. Tools like Zapier can streamline your workflows, saving you time and effort. This guide will show you how to use Zapier for ESPY Phone Validate automation, ensuring that the phone numbers you collect are valid and belong to real people. This setup is perfect for social media managers, digital marketers, small business owners, and content creators looking to improve their efficiency. You can use the provided ESPY templates directly from this article to get started quickly.
Setting Up Your Google Form
Create a Google Form
- Open Google Forms and Create a New Form
- Add a field to collect phone numbers. Label it “Phone Number”.
- Add any additional fields you need.
- Save your form.
Link Google Form to Google Sheets
- Link Your Form to a Google Sheet
- After setting up your form, click on the “Responses” tab.
- Click on the green Sheets icon to create a new Google Sheet or select an existing one.
- Ensure that responses are recorded in the Google Sheet.
Creating a Zap in Zapier
Sign in to Zapier
- Go to Zapier and Sign In or Create an Account
Create a New Zap
- Start Creating a New Automation
- Click on “Make a Zap”.
- Name your Zap (e.g., “ESPY Phone Validation Automation”).
Set Up the Trigger
- Choose Google Forms as the Trigger App
- Select the trigger event “New Response in Spreadsheet”.
- Connect your Google Forms account and select the form you created.
- Test the trigger to ensure Zapier can pull in form responses.
Use the ESPY Template
- Use the Provided ESPY Template
- Quickly set up your trigger and actions in Zapier.
Configuring the Lookup Row Action in Google Sheets
Add an Action to Lookup Row in Google Sheets
- Choose Google Sheets as the Action App
- Select the action event “Lookup Spreadsheet Row”.
- Connect your Google Sheets account and choose the spreadsheet linked to your Google Form.
- Configure the lookup to find the row where the phone number was inserted.
Configuring the Action to Google Sheets
Add an Action to Update Google Sheets
- Choose Google Sheets as the Action App
- Select the action event “Update Spreadsheet Row”.
- Connect your Google Sheets account and choose the spreadsheet linked to your Google Form.
- Map the “Phone Number” field from Google Forms to the corresponding column in Google Sheets.
- Ensure the phone number is correctly inserted into the spreadsheet.
Use the ESPY Template
- Streamline the Configuration Process
- Use the provided ESPY template to streamline the configuration process.
Triggering ESPY Phone Validation
Set Up ESPY as an Action:
- Choose ESPY as the action app.
- Select the action event “Validate Phone Number”.
- Connect your ESPY account.
- Map the “Phone Number” field from Google Sheets to the input field in ESPY.
- Configure any additional settings as needed.
Use the ESPY Template:
- Apply the ESPY template to easily set up the phone validation process.
Formatting the ESPY Response with Zapier Text Formatter
Add Text Formatter Action:
- Choose Formatter by Zapier as the action app.
- Select the action event “Text”.
- Choose “Extract Pattern” or “Transform” based on your needs.
- Map the ESPY response to the input field.
- Format the response to extract the validity status, ownership information, and score.
Use the ESPY Template:
- Utilize the ESPY template for text formatting to simplify the process.
Updating Google Sheets with ESPY Response
Push the ESPY Response Back to Google Sheets:
- Add another action to update Google Sheets.
- Map the formatted ESPY response to the corresponding columns in the spreadsheet.
- Ensure the response is recorded in the same row as the original phone number.
Use the ESPY Template:
- Leverage the ESPY template to ensure accurate data updating in Google Sheets.
Testing Your Zap
- Test the Entire Workflow:
- Submit a test response in your Google Form.
- Verify that the phone number appears in Google Sheets.
- Check that ESPY validates the phone number and the response is formatted correctly.
- Ensure the ESPY response is recorded in Google Sheets.
To Wripe Up
By following these steps and using the ESPY templates provided, you’ve successfully set up an automation to validate phone numbers using Zapier and ESPY. This workflow will save you time and ensure that your data is accurate, enhancing your efficiency in social media management and digital marketing. Explore other Zapier integrations to further streamline your processes and boost productivity.
