Zapier Google Sheet Connection

Want every new lead from your Halda forms to land in a Google Sheet automatically? Zapier makes it happen in about ten minutes. No code, no developer, no copying and pasting at the end of every week.

This guide walks you through the full setup, from creating your spreadsheet to testing your first lead.

What you'll need before you start

• A Halda account with at least one published AI Form
• A Zapier account (the free plan works for this)
• A Google account with access to Google Sheets

Step 1: Set up your Google Sheet

Start with the destination, since you'll need it later when you map your fields.

1. Open Google Sheets and create a new blank spreadsheet.
2. Give it a clear name like "Halda Leads."
3. In the first row, add a column header for every piece of lead data you want to capture. Common ones include:
   • First Name
   • Last Name
   • Email
   • Phone Number
   • Form Name
   • Date Submitted

Keep the column headers on row 1 and leave row 2 empty. Zapier needs that structure to detect your columns correctly.

Step 2: Create a new Zap

1. Log in to zapier.com and click Create in the top left.
2. Select Zaps from the dropdown.

You'll land in the Zap editor with two empty boxes: a trigger and an action.

Step 3: Set Halda as your trigger

The trigger is what kicks off your Zap. In this case, that's a new lead coming in from Halda.

1. Click the trigger box.
2. Search for Halda and select it.
3. Under Event, choose New Lead.
4. Click Continue.
5. Sign in to your Halda account when Zapier prompts you. This connects the two platforms.
6. After signing in, you'll be asked to select:
   • Account: Choose your Halda account
   • AI Form: Choose the specific form you want to track
7. Click Test trigger. Zapier will pull a sample lead from your form to confirm the connection works.
   • If no leads exist yet, submit a test entry on your form first, then come back and run the test.

Step 4: Set Google Sheets as your action

Now tell Zapier what to do with that lead.

1. Click the action box below your trigger.
2. Search for Google Sheets and select it.
3. Under Event, choose Create Spreadsheet Row.
4. Click Continue and sign in to your Google account.
5. Fill in the action setup:
   • Drive: Usually "My Google Drive"
   • Spreadsheet: Select the "Halda Leads" sheet you created
   • Worksheet: Select Sheet1 (or whatever tab you're using)

Once you select the worksheet, Zapier will pull in your column headers and show them as fields you can fill in.

Step 5: Map your Halda fields to your spreadsheet columns

This is where the magic happens. For each column in your sheet, click the field and pick the matching piece of data from your Halda lead.

For example:

• First Name column → Halda's First Name field
• Email column → Halda's Email field
• Phone Number column → Halda's Phone field

Take your time here. If you map the wrong field, your data will land in the wrong column. Zapier shows the sample lead data next to each field, so you can double-check before saving.

Step 6: Test and publish

1. Click Continue, then Test step. Zapier will send the sample lead from Step 3 to your Google Sheet.
2. Open your spreadsheet and confirm the data landed in the right columns.
3. If everything looks good, head back to Zapier and click Publish.

Your Zap is now live. Every new lead from that form will appear in your sheet within a few minutes of submission.

Quick tips

• Name your Zap something specific, like "Halda → Sheets: Undergrad RFI." If you build more Zaps later, you'll thank yourself.
• Don't rearrange or rename your spreadsheet columns after the Zap is live. If you do, you'll need to remap the fields.
• Check your Zap history weekly for the first month. Zapier's task history shows you exactly what's running and flags any errors.
• One Zap per form is the cleanest setup. If you want all leads in one master sheet, you can build multiple Zaps that point to the same spreadsheet.
• Free Zapier plans run on a 15-minute check cycle. Paid plans run instantly. If you need leads in your sheet the moment they come in, the upgrade is worth it.

Troubleshooting

The Zap turned on but nothing is showing up in my sheet. Check that the form you selected in Step 3 is the one actually receiving submissions. It's easy to pick the wrong form if you have several with similar names.

My data is landing in the wrong columns. Go back into the Zap editor and review your field mapping in Step 5. A single misaligned field will shift everything.

I'm seeing duplicate rows. This usually means the Zap fired twice for the same submission. Check your Zap history for errors that may have triggered a retry.