In this module, you’ll connect Sortlist → Google Sheets so every opportunity you apply to is logged automatically in a spreadsheet.
Why this matters:
You’ll finally see the full data structure Sortlist can send.
You can filter, analyze, and share opportunities with your team.
And once you’ve mapped fields into Sheets, you’ll understand how to map them into any system (HubSpot, Pipedrive, Notion…).
Think of this step as your data cockpit: everything laid out clearly, row by row.
🛠 Preparation – Create Your Spreadsheet
Before you build the Zap, you need to prepare the destination. Zapier can only put data where a column header exists.
👉 Open Google Sheets and create a new file called:
Sortlist Opportunities Applied
If you want to save some time, I’ve done it for you here. You can copy this Google Spreadsheet to your Drive: Copy this file on your Drive
Start Simple
If this is your first integration, just create these columns:
Column Header | Why it’s useful |
Opportunity ID | Unique ID of Opportunities → prevents duplicates in any softwares, CRM. |
Title | Opportunity title to have same reference with Sortlist Opportunity Title interface |
Expertise | Requested service. |
Sector | Client’s industry. |
Location | Client’s location. |
Budget Min | Quick budget check. |
Budget Max | Upper budget limit. |
Opportunity Link | 1-click back to Sortlist. |
Applied At | When you applied. |
This gives you a clean, lightweight log you can build on. Zapier also offers data mapping solutions such as Zapier Tables, which work much like Google Spreadsheets, database storage. It’s up to you to decide what best fits your needs 😉.
Note: Power users can access the full Sortlist integration data documentation here: Opportunity Applied Explained.
⚠️ Working with data — and understanding its usage and meaning — is very important. If used incorrectly, it can mess up your CRM, communication channels, and even create more noise instead of efficiency. That’s why we recommend always starting small, and following the Zapier training program in parallel to ensure you understand the tools, the data, and avoid mistakes in your future integrations.
🛠 Step 1 – Set Up the Trigger
In Zapier, click Create Zap.
For the Trigger App, select Sortlist.
Choose the trigger: Opportunity Applied.
Fires every time you apply to an opportunity.
Great for building your personal activity log.
🛠 Step 2 – Connect Sortlist
Connect your Sortlist account.
Connect your Provider's Profile.
Run a test → Zapier will pull a sample opportunity - Opportunity A.
👉 Here you’ll see fields like title, budget_min, sector, location… this is the raw payload you can map.
🛠 Step 3 – Add Google Sheets as the Action
For the Action App, choose Google Sheets.
Select Create Spreadsheet Row.
Pick your spreadsheet
Sortlist Opportunities Applied.
🛠 Step 4 – Map Your Data
This is where you connect the dots. Each Sortlist field → one column in your Google Sheet. eg: Sheet 1
Example mapping (simple version):
Google Sheet Column | Map this Sortlist field |
Opportunity ID |
|
Title |
|
Expertise |
|
Sector |
|
Location |
|
Budget Min |
|
Budget Max |
|
Opportunity Link |
|
Applied At |
|
🛠 Step 5 – Test & Activate
Click Test Action.
Go check your Google Sheet → a row should appear instantly.
If it looks good, click Publish Zap. 🎉
🎉 Micro-Win Unlocked
You now have a living log of all applied opportunities. That means:
No more copy-paste.
Full visibility on budgets, sectors, and locations.
A ready-to-share file for reporting or analysis.
Time spent: 5 minutes
Benefit gained: a clean data cockpit 🚀
📚 Learn More
If you’re curious about how Zapier works under the hood:
🚀 Next Step
Now that you understand data mapping in Zapier, you’re ready to connect Sortlist directly to your CRM — so your pipeline updates itself.