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Step 4 of 10

Create the Zapier trigger

Connect Zapier to the Google Sheet so that every new lead row automatically starts the automation workflow.

Why this matters

The Zapier trigger is the bridge between human input (the form) and automated output (the email). Without it, nothing runs automatically. Configuring it correctly, connecting to the exact spreadsheet and worksheet, and loading real sample data, ensures all downstream steps can map the right fields.

Build instructions

Sign up for Zapier and create a new Zap

  1. Step 1

    Go to zapier.com/sign-up. Enter your email, create a password, and complete the signup flow. The free plan allows up to 100 tasks per month, sufficient for this project.

  2. Step 2

    After logging in, click the orange 'Create Zap' button in the top left of the dashboard. A new Zap editor opens.

  3. Step 3

    You will see a canvas with two placeholder blocks: 'Trigger' and 'Action'. Click the '1. Trigger' block to start configuring it.

Configure the Google Sheets trigger

  1. Step 1

    In the 'Choose app' search box, type 'Google Sheets'. Select 'Google Sheets' from the results, it has a green spreadsheet icon.

  2. Step 2

    Under 'Choose trigger event', scroll down or search for 'New Spreadsheet Row'. Select it. This trigger fires once for each new row that appears in the sheet.

  3. Step 3

    Click 'Sign in to Google Sheets'. A Google OAuth popup appears. Sign in with the same Google account you used to create the form and sheet. Click 'Allow' to grant Zapier access.

Select your spreadsheet and worksheet

  1. Step 1

    In the 'Spreadsheet' dropdown, click inside and wait for it to load your sheets. Select 'Lead Inquiry Responses'.

  2. Step 2

    In the 'Worksheet' dropdown, select 'Form responses 1'. This is the name Google Forms automatically gives the linked sheet tab.

  3. Step 3

    Leave all other settings at their defaults.

Load and verify sample data

  1. Step 1

    Click 'Test trigger'. Zapier fetches the most recent rows from your sheet to use as sample data.

  2. Step 2

    You should see a record appear with all five fields populated: Timestamp, Full Name, Email Address, Inquiry Type, Message. If you added Lead ID and other operational columns, those will appear too but may be empty.

  3. Step 3

    Click through to see the field names. Confirm 'Full Name', 'Email Address', 'Inquiry Type', and 'Message' are all present with real data from your test submissions.

  4. Step 4

    If Zapier says 'We had trouble finding a recent record' or shows empty fields, go back to the sheet and verify it has at least two rows of real form data, then click 'Test trigger' again.

Common mistakes

  • Selecting the wrong worksheet. Google Sheets files often have multiple tabs. Make sure you select 'Form responses 1', not Sheet1 or any other tab, or the trigger will never fire.
  • Testing the trigger when the sheet has only one row. Zapier loads the most recent rows for sample data. With only one row, it may not show all fields correctly. Always have at least two data rows before testing.
  • Using the 'New or Updated Spreadsheet Row' trigger instead of 'New Spreadsheet Row'. The updated variant fires on any edit, which would re-trigger for rows you manually update later (like when you write back the Reply Status). Use 'New' only.

Pro tips

  • Rename the trigger step in Zapier immediately after setting it up. Click the step name at the top and type '1. Trigger: New lead row'. Clear naming becomes critical when you have 6+ steps and need to debug a failure at 2am.
  • Keep the Zapier editor tab open alongside the Google Sheet tab while building. You will switch between them frequently.

Before you continue

The trigger step shows a green checkmark and 'Test trigger' returns sample data with all five form fields populated (Timestamp, Full Name, Email Address, Inquiry Type, Message). If any of these fields shows as empty or is missing, do not proceed, fix the sheet data first.

Step result

Zapier is connected to your spreadsheet. New form submissions will now start the automation flow.