Transferring Leads from the Sales Tunnel to Google Sheets Using Zapier
- Customer Service
- Oleg Padalko (Unlicensed)
UA | US | RU
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We will use Zapier to transfer leads from http://Leeloo.ai to Google Sheets.
The first step is registration:
Enter your Email, First and Last Name
Next, specify your password, role in the company and the applications you want to work with
After logging into Zapier, you will see an orange “+ create” button. Next, select the “Zaps” option and click it.
In the “What do you want to automate“ window write webhook to google sheets and click Try it
In the window that opens, click on the webhook and copy the link
Having received a link to send a webhook, let's go to the platform http://Leeloo.ai
And create a red action block in your tunnel with the option “Send an external request”
In the request URL field, select the POST method and paste the webhook link from Zapier
In the body tab, add .json that will transfer the field values:
{
"name": "NAME",
"email": "EMAIL",
"phone": "PHONE"
}
And connect the block to the LGT of the tunnel entrance. Then subscribe to the tunnel to send a request and receive test data
Now let's go back to Zapier and add a connection to Google Sheets
To begin, prepare a document with the columns you need, for example: name, email, phone
Then go to Zapier. In the Account tab, connect your Google account, then go to the Action tab
Enter the values sent from the http://leeloo.ai platform into the fields and click Continue