Send Leads into Google Sheets

WhatConverts integrates with Google Sheets through Zapier, allowing you to both import existing call data into WhatConverts and export new leads from WhatConverts to Google Sheets for further analysis or team collaboration.

To use these Google Sheets integrations, you'll need:

• A CSV file of your call data (for imports)
• A Google account with Google Drive access
• A Zapier account
• A connected WhatConverts account in Zapier

Importing Call Data from Google Sheets

Use this method to import historical call data from a CSV file into WhatConverts.

Set Up Your Import Spreadsheet

1. Export your call data into a CSV or Excel file. Open the file in Excel or another spreadsheet program.
2. Create a new Google Sheet with an easily recognizable name (such as "Lead Import") and paste the following two rows from your original spreadsheet:
   • The column headers
   • One row of phone call data with the most complete information available (Source, Medium, Campaign, Keywords, Landing Page, etc.)

Configure the Zapier Import Automation

3. In Zapier, click "Create Zap". Select "Google Sheets" as your Trigger App and "New Spreadsheet Row" as the Trigger Event. Connect your Google account and select the spreadsheet you created with two rows.
4. Format phone numbers (repeat for each phone number field):
   • Select "Formatter by Zapier" as an Action App and "Text" as the Action Event
   • Under "Transform," choose "Replace"
   • Values: Select the phone number field to be formatted
   • Find: - (hyphen with no spaces)
   • Replace: Leave blank

   This removes hyphens from phone numbers in 123-456-7890 format

5. Connect to WhatConverts:
   • Add WhatConverts as the Action App and select "Create Lead" as Action Event
   • Connect your WhatConverts account
   • Configure the "Set Up Action" template with these settings:
     • Lead Type: Phone Call
     • Profile: The WhatConverts profile you're importing to
     • Date and Time: Start time (or time Phone Call was generated)
     • Referrer Source: utm_source (link to Source column)
     • Referrer Medium: utm_medium (link to Medium column)
     • Referrer Campaign: Campaign
     • Referrer Keyword: Keywords
     • IP Address: IP Address (if available)
     • Gclid: Gclid (if available)
     • Landing Page: Landing Page (if available)
   • Format phone number fields: For Tracking Number, Destination Number, and Caller Number, enter +1 before selecting the formatted step from the dropdown menu.
   • Complete remaining fields:
     • Call Duration in Seconds: Duration
     • Caller City: City
     • Caller State: Caller State
     • Caller Country: Country
   • Test and activate: Test the Zap, name it something recognizable, and turn it on.

Import Your Data

6. Add your data: Go back to your "Lead Import" Google Sheet and add all remaining rows from your original CSV export, ensuring they match the established format. Zapier checks for new rows every 5 minutes and will automatically import them into WhatConverts.

Exporting Leads to Google Sheets

Use this method to automatically send new WhatConverts leads to a Google Sheets spreadsheet.

Set Up Your Export Spreadsheet

1. Create a new Google Sheet for receiving leads with an easily recognizable name.
2. Set up column headers in the first row with the lead details you want to capture. Example headers:
   • Lead ID
   • Date/Time
   • Lead Type
   • Source
   • Medium
   • Caller Number

Configure the Zapier Export Automation

3. Create the trigger: In Zapier, click "Create Zap". Select WhatConverts as your Trigger App and "New Lead" as your Trigger Event.
4. Configure lead types: On the trigger setup page, select "Yes" for all lead types you want to send to Google Sheets. Important: For phone calls and chats, select "Yes" for only ONE of these options to avoid duplicates:
   • Phone Call (Completed): Sends after the call finishes
   • Phone Call (Modified): Sends when a call in progress is modified in WhatConverts
   • Phone Call (In Progress): Sends when a call begins (use this if agents update data during calls)
5. Set up Google Sheets action:
   • Select "Google Sheets" as your Action App and "Create Spreadsheet Row" as your Action Event
   • Connect your Google Sheets account
   • Select your spreadsheet and worksheet
   • Map the WhatConverts lead data fields to your Google Sheets columns
6. Test and activate: Test the Zap to ensure data appears in the correct columns, then turn your Zap on.