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How to connect Google Sheets with LeadsBridge

Integrate Google Sheets with LeadsBridge

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Intro

Google Sheets is the largest spreadsheets online editor that can also read Excel and CSV files and makes your data pop with colorful charts and graphs. Built-in formulas, pivot tables, and conditional formatting options save time and simplify common spreadsheet tasks. All for free. It's commonly used by agencies and startups to share data across the team.

In this article, you'll learn how to connect your LeadsBridge account with Google Sheets.

Connect Google Sheets integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Google Sheets integration

Setup your Google Sheets integration

  1. Click on Connect Google Sheets
  2. Click on Create new integration to connect your Google Sheets (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Google Sheets integration
  4. Click on Authorize and you will be prompted to the Google Sheets authorization experience
  5. Here you will need to provide the info required and grant access to LeadsBridge
  6. Once done, you will be get back to LeadsBridge application
  7. You can choose a name for this Google Sheets and LeadsBridge integration (you can also edit it later)
  8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  9. Now that your Google Sheets is connected, you can continue with the set-up of your bridge

Configuration details for Google Sheets

How to get Domain, Sheet Id, Collect only last N rows

(Optional) Enter the Sheet Id of your spreadsheet if you need to use a specific one
(Optional) Enabling More Settings? it is possible to insert the value for the field Collect only last N rows which allow collecting only the last N rows of the Sheet. This option is useful with very large Sheets because due to some API limits, the integration can't retrieve all the data.

How to get Allow Duplicates

Using the Allow Duplicates option, you may choose if you want to send duplicate leads in your Google Sheets when using it as a Destination integration.

If you want to avoid duplicates when sending leads to Google Sheets, you can disable the Allow Duplicates toggle from the Google Sheets integration settings.

Please note that this option works only if there's an Email column inside your Google sheet.

If the Allow Duplicates toggle is enabled, LeadsBridge will search for the exact same email address that already exists in your Google Sheets and then it will update it. If there's no match, a new row will be created.

Which entity concepts we support for Google Sheets

With LeadsBridge you may use these entity concepts for Google Sheets.

  1. Lead

    A lead is a potential client that has shown interest in your listings.

Which segmentation concepts we support for TikTok Lead Generation

With LeadsBridge you may use these segmentation concepts for Google Sheets.

  1. Sheet

    A sheet is a Web-based application that allows users to create, update and modify spreadsheets and share the data live online. The sheet can also be saved as HTML.
 

Common questions for Google Sheets

How does LeadsBridge recognize emails on a sheet?

LeadsBridge automatically finds the email column that is used to check for duplicates or to retrieve emails that can be used as the source in the Custom Audience feature.

Why do I see "#ERROR" under the phone number column inside my sheet?

You are seeing this error on your Google Sheet because the phone number is passed with a "+" before the value and Google recognize it as the SUM operation. Typically this "+" character is used to identify the international format prefix and is automatically added by your lead generation tool to any phone number. You may fix it very quickly by editing the phone column on your sheet, please follow these steps: - Head to your Google Sheet - Select the whole column (1-click on the column letter) - Click on "Format" >> "Number" on the top menu - Select "Text" instead of "Number"

Google Sheet Tips

Do not change the order of the columns in your spreadsheet, especially when the bridge has already recognized the fields. This can cause errors with how you'll receive the leads' information on your Google Spreadsheet.

When should I use the Sheet Id field?

Currently, Google Sheets Integration expects to collect a maximum of 500 spreadsheets per Google account, so if your account contains more than 500 spreadsheets it’s possible that your spreadsheet is not displayed in the selection list from the Bridge configuration. If this is your case, thanks to the Sheet Id field, you will be able to indicate the exact ID of the spreadsheet you want to use.

How to use Google Sheets as a CRM ?

There are several ways to use Google Sheets as a CRM, including the following:

 

  1. Create a Google Sheets CRM template if you don't already have one. Open your template and click on "File" at the top bar. Then select "Make a copy" from the drop-down menu.
  2. Customize your Google Sheets CRM template to fit your business needs. Define your workflows, which are the micro steps that help you achieve your business objectives. Adjust the sales or marketing stages by typing them under the "Stage name" column. Set a closing probability and/or conversion probability for each stage under the "Probability" column. You can customize the stages based on your sales funnel flow.
  3. Input your existing pipeline information into the CRM template. Make sure all the important information is placed correctly. You can import this data manually or through email. For manual import, you can gradually move the data points into the CRM spreadsheet by spending a few minutes a day. Alternatively, if you have kept your prospects' information updated in your email contacts, you can import this data to your CRM template via email.
  4. Centralize the use of your Google Sheets template by sharing it with your team members, including those from sales, marketing, and customer service.

 

By following these steps, you can effectively utilize Google Sheets as a CRM for your business.

( Learn more)

How to create a TikTok Lead Generation and Google Sheets integration ?

To create a TikTok Lead Generation and Google Sheets integration, you can leverage the power of automation with LeadsBridge to streamline data transfer and optimize your lead nurturing process. By configuring the rules and system settings, you can ensure that data is transmitted between TikTok and Google Sheets at specified intervals, keeping your system up to date automatically. This eliminates the need for manual data transfers and repetitive workflows, saving time and reducing the risk of errors. 

 

With the integration in place, you can run immediate follow-ups with new leads, increasing your conversion rates. Automated lead data transfer also enhances security and hygiene by minimizing the risk of human error. 

 

LeadsBridge integrations are built with security and compliance in mind. All data transfers are fully GDPR and CCPA compliant, and LeadsBridge does not store or use your lead data for any reason. 

 

Additionally, you have the option to activate LeadsBridge's email receipt feature, which allows you to track your lead generation efforts and receive notifications as leads come in.

( Learn more)

How to create a Facebook Lead Ads and Google Sheets integration ?

To create a seamless integration between Facebook Lead Ads and Google Sheets, leverage the power of automation with LeadsBridge. This enables you to sync your leads data and optimize your lead nurturing process. 

 

The integration automates the process of transferring lead data collected from Lead Ads campaigns directly to your desired Google Sheets file. With real-time data transfer, the files are already formatted and ready to be used. This eliminates the need for manual data transfers and repetitive workflows, which saves time and reduces the risk of errors. 

 

With the integration in place, you can run immediate follow-ups with new leads, significantly increasing your conversion rates. By creating a Facebook Lead Ads and Google Sheets integration, you can seamlessly connect these platforms and maximize the potential of your lead generation strategy.

( Learn more)

How to create a LinkedIn Lead Gen Forms and Google Sheets integration ?

If you are looking to create a LinkedIn Lead Gen Forms and Google Sheets integration, the best way to do it is by using LeadsBridge. The integration allows you to sync your LinkedIn leads’ data with Google Sheets in real time, so you can manage them immediately and move forward with your lead nurturing strategy.

 

By configuring the rules and system settings, you can ensure that data transmits between Facebook Lead Ads and Google Sheets periodically, thus keeping your system up-to-date automatically. In this way, you can minimize the risk of human errors that come with manual tasks, and save time.

( Learn more)

How to avoid duplicate leads with Google Sheets integration?

Using the Allow Duplicates option, you may choose if you want to send duplicate leads in your Google Sheets when using it as a Destination integration. 

 

If you want to avoid duplicates when sending leads to Google Sheets, you can disable the Allow Duplicates toggle from the Google Sheets integration settings.

 

Please note that this option works only if there's an Email column inside your Google sheet.

 

If the Allow Duplicates toggle is enabled, LeadsBridge will search for the exact same email address that already exists in your Google Sheets and then it will update it. If there's no match, a new row will be created.

Do you need help?

Here some additional resources:

RELATED ARTICLES FROM OUR BLOG

https://leadsbridge.com/blog/how-to-use-google-sheets-as-a-crm/

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