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Transferring leads from the sales tunnel to Google Sheets using Apix-Drive

Transferring leads from the sales tunnel to Google Sheets using Apix-Drive

 

 

We will use the Apix-Drive service to transfer leads from http://Leeloo.ai to Google Sheets.

The first step is registration:

  1. ᐉ ApiX-Drive — Официальный сайт • Онлайн Коннектор Сервисов #1

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Enter your Email and Name

  • Next, specify your password, role in the company and the applications you want to work with

  • After logging into Apix-Drive, you will see a green “+ create connection” button

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  • In the “Communication” window, select the Webhook option first
    After logging into Apix-Drive, you will see a green “+ create connection” button

 

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In the window that opens, select the “Download data” option and click continue

 

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At the settings stage, copy the URL to receive data

 

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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 Apix-Drive

 

 

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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. In the webhook settings, check if data transfer is working on the “Test” tab

 

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Now let's go back to Apix-Drive and add a connection to Google Sheets

To begin, prepare a document with the columns you need, for example: name, email, phone

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Then go to Apix-Drive. And click “Start setting up Data Reception”

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In the window that opens, find Google Sheets and click continue

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At the next stage, you need to select the “Add line” option

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Next, you need to connect your account to the system:

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Select a table prepared in advance and indicate which sheet to take data from. After. you need to assign a data source from the webhook for the columns in the document

. In our case, the columns Name, Email, Phone

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At the end of the setup, you will be asked to “enable auto-update”; you must agree.

Congratulations, you have completed the setup.

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