Transferring leads from the sales tunnel to Google Sheets using Apix-Drive
- Customer Service
- Oleg Padalko (Unlicensed)
UA | US | RU
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We will use the Apix-Drive service to transfer leads from http://Leeloo.ai to Google Sheets.
The first step is registration:
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
In the “Communication” window, select the Webhook option first
After logging into Apix-Drive, you will see a green “+ create connection” button
In the window that opens, select the “Download data” option and click continue
At the settings stage, copy the URL to receive data
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
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
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
Then go to Apix-Drive. And click “Start setting up Data Reception”
In the window that opens, find Google Sheets and click continue
At the next stage, you need to select the “Add line” option
Next, you need to connect your account to the system:
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
At the end of the setup, you will be asked to “enable auto-update”; you must agree.
Congratulations, you have completed the setup.