Send Leads into Google Sheets

1Go to Google Sheets and create a new spreadsheet to import your leads into.
2Rename your spreadsheet to an easily recognizable name and fill out first row with the Lead Details you wish to import. In the example below, I have used the following (you can create as many as you would like):

Lead ID
Date/Time
Lead Type
Source
Medium
Caller Number

3Go to Zapier and click "Create Zap".
4Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger Event. Click "Continue".

Connect your WhatConverts account (if you need instructions on how to connect your WhatConverts account see: Connect to Zapier). Click "Continue".

On the Set up trigger page, select "Yes" for all of the lead types you would like to send to your Google Sheets spreadsheet. Click "Continue".

Important: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

• Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
• Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
• Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

Select "Test trigger". Select a lead from the drop-down and click "Continue".

Note: If no lead is found, submit a test lead and re-test this step of your Zap.

5Select "Google Sheets" as your Action App and "Create Spreadsheet Row" as your Action Event. Click "Continue".

Connect your Google Sheets Account your spreadsheet was created in. Click "Continue".

On the Set up Google Sheets Spreadsheet Row page, select your "Spreadsheet" and "Worksheet" from their respective drop down menus. Match the additional fields to the WhatConverts lead selected in the Trigger Step of the Zap.

Click "Continue". Click "Test & Continue". Check your Google Sheet and make sure the data is in the correct column. Turn your Zap "On".

If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]