Connecting GetAccept and Google Sheets through Zapier gives you the ability to deliver GetAccept templates in a mass sendout. This is great for marketing materials you want to send out in a campaign.
The first step is to login to your Google Drive, create a Google Sheet that will be used for triggering the mass sendout, and rename it so it is easy to find.
Next, you need to create columns that will contain the contact info you need to properly deliver the send outs in mass. We suggest using Name (first and last), Company, and Email.
The second step is to login to Zapier and click Make A Zap! Name the Zap what you want your campaign to be referred to. We'll name this example, Case Study Campaign. Next, choose Google Sheets as your Trigger App, click the trigger "New or Updated Spreadsheet Row" option, and login to your Google Drive.
Then you need to choose the Spreadsheet you want to use, Case Study Campaign, and select the Worksheet you want to pull from, Send. Pull in samples and continue to the Action App.
The third step is to choose GetAccept as your Action App. Choose "Send Template" as your action and login to your GetAccept account.
Next, we need to choose our options for sending out our GetAccept template. Choose the template, name it, select the type (presentation), link the Company Name to the Company column in your Google Sheet, enable Sending Automatically, edit your Email Subject, Message, and pull the Recipient information from your Google Sheet. Click continue, test it, and turn the Zap on.
Try sending the GetAccept template by going to your Google Sheet and adding your own contact information. Check your email for the template! It should look like this:
Now you can load a contact or lead list to your Google Sheet and send out your GetAccept templates! Simply add more contacts to the list as you continue needing to send case studies. Imagine sending this to potential hot leads the second you hop off a cold call with them!