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Zapier | Grade Leads from a Google Sheet with Real Contact

4 min read

One of the biggest challenges businesses face is separating high-quality leads from junk leads (i.e., fake names, bad phone numbers, and throwaway emails). That’s where the Real Contact API comes in.

By automatically verifying lead details the moment a form is submitted and logged in a Google sheet, Real Contact API helps your team instantly flag spam and prioritize real, high-converting prospects, saving hours of manual review and wasted outreach.

Real Contact will provide:

  • A-F Contact Grades
  • Phone Activity Score
  • Line type Data
  • Phone and email name matching
  • Optional: Flag phone numbers associated with known TCPA litigation.
  • Optional: Check if the email address is deliverable.
  • Optional: Check for an email age score.

By using Zapier, Real Contact can be triggered through thousands of platforms and deliver the results back to your spreadsheet, CRM, or lead management system of choice.

Here is a step-by-step guide on how to grade leads using Real Contact from a Google Sheet, though, with Zapier, many different form/CRM platforms are available.

Before you begin, make sure you have the following: #

  1. An active Zapier account. (Click here to sign up.)
  2. Access to Trestle’s Real Contact API. (You can sign up for a Trestle account on Zapier, or you can sign up directly on our Developer Portal.)
  3. Google Form (or alternative form provider) that captures first and last name, phone number, and email address. These responses should be stored in a Google Sheet.

Set Up Your Zap #

Step 1: Log into Zapier.

Step 2: Select Create > Zaps

Trigger #

Select “Trigger.”

Setup #

App: Google Sheets (or app of choice)

Trigger Event: New or Updated Spreadsheet Row

Account: Google Account that owns the form

Configure #

Spreadsheet: Select the spreadsheet where form responses are stored.

Worksheet: Select the worksheet within the spreadsheet where form responses are stored.

Trigger column: Leave blank if you want new rows to trigger the zap. Select a column in the spreadsheet if a new response in a specific column should trigger the zap.

Test #

Select “Test” and verify rows of data from the spreadsheet are getting populated in Zapier.

Add Trestle #

Once the Google Sheet has been configured, select “Add Step” and search for Trestle.

Setup #

App: Trestle

Action Event: Select “Real Contact.”

Account: Select “Account” and “Connect a new account.” This will take you to a page where you will input your Trestle API key.

Your API key can be copied from the Trestle Developer Portal.

Configure #

On the “Configure” step, you will be selecting which columns of your spreadsheet should be mapped to the Real Contact query. 


Full name and phone number are required, and email address is optional. These fields should be mapped to your spreadsheet.

Add-ons provide additional data points and can include:

These can be added by selecting them from the drop down menu. Don’t worry, though. You can pick and choose which ones you need, and they only need to be added once.

Test #

Once the app is configured, you can move to the testing phase. Click “test,” and you should see Real Contact data pulled into Zapier.

Final Steps #

Once the Real Contact data is pulled into Zapier, the rest is up to you. Here are a few ideas:

Flow Controls #

Adding a step with flow controls can let you segment leads based off of the Real Contact data. Use a filter to let the zap proceed only if certain conditions are met or build different paths with rules to separate leads based on their quality.

For example, your rule could look like this:

  • If Phone Contact Grade = A, B, or C, THEN continue down “Path 1.”
  • If Phone Contact Grade = D or F, THEN continue down “Path 2.”

OR

  • If Phone Contact Grade = A, B, or C, THEN add “Add record to CRM.”

Supplemental Resources #

Real Contact

Add-Ons

Documentation

Support #

Should you have any issues with the app or questions about installation, please contact support@trestleiq.com or schedule a call with us to review.