Transferring Sales Tunnel Leads to Google Sheets Using Make.com

UA	US	RU

UA	US	RU

Setting up lead transfer to Google Sheets using make.com

To register with make, follow the link: https://www.make.com/en/register

After registration you will be taken to your personal account, select “scenarios”

Then click “New scenario” in the upper right corner

Then click on “+” and find Webhook in the drop-down list

Next, select the Custom webhook option

Then click Show advanced settings and enter the value 10000 in the field

Now click Create a webhook

Having received a link to send a webhook, let's go to the platform 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 Make.com

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.

Now let's go back to make and add a link to Google Sheets

To do this, click “+” and enter google sheets in the search field

And select the Add a row option

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

And select it using the “click here to choose file” button

Click ok and then “save”

In the previous step, we managed to connect the document into which the data will be transferred; now we need to perform several actions to correctly transfer data to the fields. To do this, activate the Scheduling option

And click Run once

And then subscribe to the tunnel and wait for the process to finish

Then, go to webhook and click Redetermine data structure

И перейдем к настройкам значений которые будут передаваться в таблицу, для этого нажмите на блок с гугл документом и назначьте соответствующие поля в нужные ячейки, например:

Поздравляем, нажмите сохранить и настройка окончена.