You can use Zapier to automatically create new Swivel contacts from leads stored in a Google Sheet.

The integration works like this:

Google Sheet → Zapier → Swivel Contact

Once the connection is set up and turned on, each new row added to your Google Sheet can be sent to Swivel and created as a new contact.

This article explains how to set up Google Sheets and Swivel in Zapier.

If you already have a list of contacts that you want to add to Swivel all at once, see Import Instructions.

Make sure you have:

If you haven't connected Swivel to Zapier before, see Connect Swivel to Zapier.

Before creating your Zap, make sure your leads are organized in a Google Sheet.

Use the first row for your column names, with each lead on its own row below.

For example:

First Name and Last Name are required when creating a Swivel contact.

You can add additional columns for other Swivel contact information.

Swivel is an invite-only app in Zapier. You need to accept the Swivel invitation before you can select Swivel when building your Zap.

You only need to accept the invitation once for each Zapier account.

In Zapier, create a new Zap.

For the first step, select Google Sheets as the app.

For the event, select New Spreadsheet Row.

This tells Zapier to look for new rows added to your spreadsheet.

Select Continue.

Follow the prompts to connect the Google account that contains your spreadsheet.

Select Continue.

Choose:

Select Continue.

Select Test trigger.

Zapier will retrieve a row from your spreadsheet to use as sample information for the rest of the setup.

Choose a row that has information in as many columns as possible. This makes it easier to identify your columns when you map the information to Swivel.

In the next step of your Zap:

Under Account, select Select, then select + Connect a new account.

A Swivel sign-in window will open.

If you've already connected your Swivel account to Zapier, select your existing account instead.

For more information about connecting Swivel to Zapier, see Connect Swivel to Zapier.

Zapier will show the fields available when creating a Swivel contact.

For each Swivel field you want to use:

At a minimum, map:

You can also map fields such as Email, Phone Number, Address, Lead Source, Contact Category, and other contact information.

Leave a field blank if you don't have that information or don't want to add it to Swivel.

You can enter a value directly into a Swivel field instead of using a column from your spreadsheet.

This is useful when the value is the same for every contact.

For example, if every lead in your spreadsheet came from your website, you can enter Website Form directly in the Lead Source field instead of adding a Lead Source column to your spreadsheet.

After mapping your fields:

Zapier will send the sample row from your Google Sheet to Swivel and create a contact.

Open Swivel and search for the contact to make sure the information was added correctly.

Give your Zap a name that makes it easy to identify, such as:

Google Sheets Leads → Swivel Contacts

Then select Publish.

Your Zap must be published before it will process new rows.

Once your Zap is published, each new row added to your Google Sheet can be sent to Swivel and created as a new contact.

Zapier checks Google Sheets on a schedule, so the contact may not appear in Swivel immediately.

This Zap uses Create Contact, which creates a new Swivel contact each time the Zap processes a row.

It does not check whether a matching contact already exists in Swivel.

To avoid duplicate contacts:

You can send many types of contact information from Google Sheets to Swivel.

A few Swivel fields have specific requirements:

Make sure you've accepted the Swivel invitation in the Zapier account you're using to build the Zap.

After accepting the invitation, return to the Zap editor and search for Swivel again.

The Zap only processes new rows added after the Zap is published.

Existing rows are not automatically imported.

If you want to add an existing list of contacts to Swivel, see Import Instructions.

Make sure the first row of your worksheet contains your column names.

Then return to the Google Sheets step in Zapier and make sure you've selected the correct spreadsheet and worksheet.

You may also need to retest the Google Sheets step so Zapier can retrieve the current column information.

Contact Status requires a Contact Category.

If you're sending a Contact Status, make sure you're also sending a Contact Category.

Create Contact creates a new contact each time the Zap runs. It does not check for an existing matching contact.

Check whether the same lead was added to the spreadsheet more than once or whether an existing row was deleted and added again.

Make sure the date is formatted as MM/DD/YYYY in your spreadsheet.

Check the phone number in your spreadsheet and make sure it contains a valid phone number.

First, check your Zap's history in Zapier to see whether the row was successfully processed.

If Zapier shows that the information was successfully sent to Swivel but the contact doesn't appear in Swivel, contact Swivel Support.

For issues with your Google Sheet or Zapier setup, check the relevant Google Sheets or Zapier support resources.