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How to connect Vcita with Google Sheets

Connect Vcita to Google Sheets with LeadsBridge

Vcita » Google Sheets

In this article, you'll learn how to set up the bridge and connect Vcita to Google Sheets using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Vcita as the source for your bridge
  4. Choose Google Sheets as the destination
  5. Click on the Next button

Step 2: Setup your Vcita source

  1. Type in the name you'd like to call your integration
  2. Enter API Token to connect your Vcita with LeadsBridge
  3. In order to get your API Token you should follow the steps below:
    1. Log into your Vcita account
    2. Click on Settings on the left menu
    3. Then, click on Integrations, under OTHER SETTINGS column
    4. Go to Webhooks and click on CONNECT
    5. Copy your API Token and paste it into your Vcita integration within LeadsBridge
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Google Sheets destination

  1. Type in the integration's name in the dedicated field
  2. Enter Domain, Sheet Id and Collect only last N rows to connect Google Sheets with LeadsBridge
  3. (Optional) Enter the Sheet Id of your spreadsheet if you need to use a specific one
  4. (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.
  5. Select the segmentation concept you'd like to use from the dropdown
  6. Click on the Authorize button
  7. Login to the account you'd like to use
  8. Allow LeadsBridge to access your Google Sheets information
  9. You'll see the blue info success message at the top right of your screen
  10. Click on the Next button
  11. You'll now be able to select the destination segment to send your leads to
  12. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  13. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Google Sheets.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Google Sheets fields available
  • Match the information you wish to pass along from Vcita
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Vcita to Google Sheets with LeadsBridge, do not hesitate to contact our Support!