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This article was provided by Zapier.
If you’re anything like me, you use Google Sheets to track all sorts of things. From articles that mention your company, to candidates you want to recruit, to that fun new green screen you want to expense for your home office.
Saving items in a Google Sheet is a convenient way to keep track of items you want to look into later or share with colleagues, but copying and pasting URLs and flipping back and forth between tabs can really slow you down.
With the Zapier Chrome extension, you can add new rows to your Google Sheet with the click of a button while you’re browsing the web—you don’t even need to open the sheet itself.
By default you can include the website’s URL, title, the date, and, if you’re working with a team, track who added it to the sheet. If you want to include more detail, such as a comment, you can set up your Zap to include as many additional fields as your spreadsheet can hold.
In this example, I’m tracking items I’d like to submit as expenses, so I’ll set my Zap up to include the price, category, and purpose so that I have all the details needed to get my new green screen approved.
How to set up the Zapier Chrome extension (in under 5 mins)
Getting started with the Chrome extension only takes a few minutes and will save you countless hours.
Step 1: Install (and pin!) the Chrome extension
The first step is to head to the Chrome store and install the Zapier Chrome extension. Once installed, we recommend “pinning it” so it’s easy to open whenever you need it.
Step 2: Sign up or log in to your Zapier account
If you aren’t already logged into your Zapier account, you’ll need to sign up or log in. Since this will be a two-step Zap that only uses Google Sheets you’ll be able to set this up for free. You’ll also find more than 10 other Zaps you can set up and use for free.
You’ll need a Zapier account to use the workflows in this piece. If you don’t have an account yet, it’s free to get started.
Step 3: Create a spreadsheet to save your URLs to
If you don’t already have a spreadsheet in mind, create a new one. We recommend adding columns such as Title, URL, Saved by, and Date so you can track the website, who added it to the list, and when.
Step 4: Create a Zap to save URLs to your spreadsheet
There are two ways to set up the Zap. You can either press the Create Zap button in the upper left corner of the screen and set up the Zap from scratch, or you can click the Use this Zap button below in the feedback section to get started. We’ll guide you through the setup process.
If you choose to create the Zap from scratch, you’ll choose Zapier Chrome Extension as the trigger app and New Push as the event. You’ll confirm the fields you want to send to your spreadsheet and test the data.
Then, you’ll set up the spreadsheet step of your Zap. If you’re starting from scratch, choose Google Sheets (or your favorite spreadsheet app) as the app and Create Spreadsheet Row as the event.
Then, you’ll want to map the fields from the first step (Tab title, Tab URL, Triggered by, and Timestamp) to the corresponding columns in your spreadsheet. You’ll need the columns labeled in your spreadsheet before you complete this step.
When the fields are mapped, it should look something like this:
Step 5: Test it out!
When all of that is set up, turn it on and take it for a test drive! The test will create a row in your spreadsheet, so you’ll be able to see how it looks. If it all looks good, turn on your Zap and it’s ready to use. If things didn’t come through as expected, confirm your fields are correctly mapped, and try again.
BONUS: Add a “Comments” field
If you’d like to be able to add additional information to your spreadsheet when you save a URL, you can change the trigger to New Push With Fields and add any fields you’d like to include.
With the New Push with Fields trigger you can add as many additional fields as you like and then choose which column they get mapped to in Google Sheets.
Tracking doesn’t have to be a pain
Whether you track candidates, reading material, expenses, or competitor information, this will make sure you never have to hunt down your spreadsheet and paste or retype information ever again.
I hope that you found the above useful or interesting. You can find similar content on our blog: https://www.hostfast.com/blog/
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