How to integrate Spear to Zapier

Integrating Spear with Zapier

Zapier allows you to connect Spear with thousands of applications such as Gmail, Slack, Google Sheets, HubSpot, Salesforce, and many others. With this integration, you can automate repetitive tasks and ensure that your prospect data flows seamlessly into the tools your sales team already uses.  

This means: less manual work, fewer errors, and more time for your team to focus on selling.

Before you start, make sure you have:

• An active Spear account with access to Settings > Integrations.
• A Zapier account (free or paid) already set up.
• Clarity on the Trigger and Action you want to automate.

How to integrate Spear to Spear.

Step 1: Access Integrations In the bottom left corner, click the gear icon: Settings > Integrations > Connect to Zapier.

Step 2: Integrate Zapier

• Click Manage Integration and select Connect to Zapier.

• Authorize Connection Log in to your Zapier account when prompted and authorize Spear to grant access.

Step 3: Create your Zap

• In your Zapier dashboard, click Create Zap.

Step 4: Choose Spear as the trigger app.

Step 5: Select a trigger event (e.g., New Approved Prospect).

• Select the account

Step 6: Define the Action

• Select the app where you want the data to go (e.g., Google Sheets, HubSpot, Slack).
• Choose the action (e.g., Add Row to Spreadsheet, Create Contact, Send Channel Message).

• Connect the destination app and grant permissions.

Step 7: Map Fields

• Match fields from Spear (e.g., name, company, email, phone) to the fields in the destination app.
• Recommended: Map both prospect and company fields to keep records complete.
• Optional: Add custom values (e.g., automatically tag each contact with “Spear”).

Step 8: Add Filters (Optional)

• Add a Filter by Zapier step to control which prospects are exported.
• Examples:
  • Only export Approved prospects.
  • Exclude prospects without an email.
  • Route leads by territory (e.g., only send US-based prospects to a specific CRM pipeline).

Step 9: Test and activate your Zap.
Run a test to confirm that data flows correctly, then turn on the Zap

Recommended Zaps for Spear customers:

• Auto-export Approved prospects into HubSpot or Salesforce.
• Send notifications to Slack when a new lead is approved.
• Add new prospects to Google Sheets for reporting.

‍