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How to integrate DataValidation with your favorite apps using Zapier

Zapier is an online utility that allows you to link various online services, so that they work together as you program them. You can create links (or Zaps, as they are called in Zapier) between DataValidation and a number of third-party apps like spreadsheet apps, ESPs, and CRMs to automate your email validation. A Zap is made of at least two steps: step one is the Trigger, and step two is the Action caused by the trigger. Basically, when a certain event happens in app A, it will trigger app B to perform a set action. With DataValidation, you can trigger real-time individual email validation using Zapier. In this article we will show you how to create a Zap between Google Sheets and DataValidation. Our goal is to have DataValidation pull in any new email addresses from the selected spreadsheet, validate them and push the grades assigned to each email address back to the spreadsheet. Please keep in mind that the procedure might be significantly different when creating links with other apps. We chose Google Sheets because it is relevant and relatively simple.

Here are a few prerequisites that you need to have before creating this Zap:

  • A Zapier account. You can sign up for a free account with limited functionality. The specific Zap that we're creating will work on a free Zapier account.
  • A DataValidation account with tokens available and a generated API key. You can generate an API key under Profile Settings in your DataValidation account. You can purchase tokens by clicking on the circle icon in the top-right side of the page.
  • For this particular Zap, you will also need a Google account and a spreadsheet in your Google Drive. Please note that in order for the Zap to work, your spreadsheet needs to have headers created in advance.

Below is a step by step guide to creating a Zap between Google Sheets and DataValidation:

  • 1. Log into your Zapier account and click on the Make a Zap! button at the top of the page. Make a Zap!
  • 2. On the left side of the Zap creation page you will see the steps required to set up your Zap. Optionally, you can start by giving your Zap a name and adding some notes to it. Click on the Name your Zap… . To add a note, click on Add a note right below the Zap name, add the note in the field on the right, and click Save.
  • 3. Next, we will set up the Trigger, which is executed by Google Sheets. If you created a note, click on Choose app on the left panel. If you haven't created a note, you're already there. Type Google Sheets in the Search hundreds of apps… field and select it from the list that popped up. Choose a trigger app
  • 4. Now we will tell the app what we want the trigger to be. We want it to trigger the Action whenever we update our spreadsheet, so we will select New or Updated Spreadsheet Row and click Save + Continue. New or Updated Spreadsheet Row
  • 5. Click on Connect an account and put in the credentials for your Google account, then grant Zapier permission to access your Google Sheets. Connect an account Connect an account
  • 6. Next, select which spreadsheet file you'd like linked. Click on the drop-down icon next to the Spreadsheet field, and select the desired spreadsheet. You will notice the system automatically shows you all spreadsheet files that you have saved in Google Drive. Next, select the worksheet that you want the system to look into, following the same pattern. Next, under Trigger Column, select the column that contains the email addresses in your spreadsheet. After all this is done, click Continue. Select spreadsheet Select spreadsheet Select spreadsheet
  • 7. You will now see a summary of the trigger setup. Check if everything seems in order and proceed to test the connection by clicking Fetch & Continue. If everything is in order with the setup, the next screen will say Test Successful. If something went wrong, you will get an error message. If that is the case, review the settings from the previous steps, apply any necessary changes and repeat the test. Once everything is in order, click on Continue to proceed to the next step. Summary of the setup Test successful
  • 8. Next, you will set up the action step. The system now knows which spreadsheet to look for and where exactly to look for changes or new entries, and now it's time to tell the system what to do with the new or updated data it finds. Under Choose an Action App, type in DataValidation and select it from the drop-down list. Choose an Action App
  • 9. Next, you will see the only Action option is Verify Email, which is already selected. Click on Continue, and then click on Connect an account to connect to your DataValidation account. In the pop-up window put in your API key, which you can find or generate in your DataValidation account under Profile Settings. Click on Yes, Continue. Choose an Action App Save and continue API Key Grant access
  • 10. Next, it's time to set up the template. Under Email, click on the drop-down icon and select the column that contains the email addresses in your spreadsheet and click Continue. Select the email column
  • 11. Then, again, the system will give you the chance to verify if the setup is correct, before giving it a spin. If you can see an email address in the main field, click on Create & Continue, and the system will test this step. Just like in the previous step, if everything is in order, the next screen will say Test Successful. Click Finish. Test DataValidation Test DataValidation
  • 12. Next, you will be asked if you are ready to turn on your Zap. We are not yet ready, as there is one more step we need to create before the Zap is functional, and that is pushing the validation results (the grades) back to the Google Sheet. So in the left-hand menu, scroll down to the bottom and click on the + button to add a new Action step. Push the validation results
  • 13. You will be required to select the app that will perform this step again. You will now have Google Sheets under Your apps. Click on it, then select Update Spreadsheet Row and click on Save + Continue. Update Spreadsheet Row Update Spreadsheet Row
  • 14. Next, you will notice that your Google account is already selected. You don't have to go through the login process again. Click on Save + Continue. Save and continue
  • 15. Then, once again select the spreadsheet and the worksheet as described in step 6 above. Then, under Row, do not click on Add Search Step, but instead click on the drop-down icon and scroll through the list and select Use a Custom Value (advanced). Then, under Custom Value for Row ID, scroll through the drop-down menu again and select Row ID. Then, you should find the grade field down below (according to the name of the email column header in your spreadsheet). Select it, then, from the drop-down menu, select 2. Verify Email. and then select Grade and click Continue. Add Search Step Add Search Step Add Search Step
  • 16. Again, the system will test this step, after which you need to click on Finish.
  • 17. Now you are ready to turn your Zap on. Click on the switch to turn your Zap on and click on See it in your Dashboard. See it in your Dashboard
  • 18. You will need to do another manual test, just to make sure everything is in order. Here's how to do that: go to your spreadsheet and enter a new entry in the Email column, then go to your Zapier Dashboard, where you will see your current Zap(s). Click on the drop-down button near the ON switch and click on Play, and watch the magic happen. If there are no errors, it means your Zap works! Next, go back to your spreadsheet and check if the grade was synced back in the correct column and row. Check sync Check sync Check sync

Please note that this is one of many ways you can use a Zapier integration with DataValidation, but the basic principles are the same. Also, since Zapier's library includes hundreds of online apps, there's a high chance that they support the ESP or CRM you're working with. Feel free to browse through their supported apps. Explore the possibilities and be creative! If you encounter any issues, you can always count on our LiveChat support team for help.



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