Reasons to Integrate WhatConverts with Google Sheets

• Integrating with Google Sheets allows you to instantly update your existing Google Sheets document with new leads.

Setting Up Integration Between WhatConverts and Google Sheets

Integrating WhatConverts with Google Sheets through Zapier simplifies the import of call data, allowing for efficient lead management and form tracking in Google Analytics. To set up this integration, specific steps and components are necessary to ensure a seamless transfer of data between the two platforms.

1. Export call data into a CSV or Excel file to prepare for import into WhatConverts.
2. Create a new Google Sheet and name it for easy recognition, such as "Lead Import".
3. Paste the column headers and at least one row of phone call data from the CSV file into the newly created Google Sheet.
4. Set up a Zapier trigger that creates a new row in the Google Sheet whenever there is new call data.
5. Format the phone numbers correctly within the Zapier action steps.
6. Add a WhatConverts action step in Zapier to create a lead for each phone call recorded in the Google Sheet.
7. Ensure the lead captures essential information such as the call's duration, the caller's location, and the call's IP address.
8. Set up a zap in Zapier to handle the import of leads from the Google Sheet into WhatConverts.

Integrating WhatConverts with Google Sheets

There are several methods to establish a seamless integration between WhatConverts and Google Sheets, catering to various needs whether it involves importing or syncing call data. These methods utilize the connectivity provided by Zapier to ensure that your lead data is efficiently managed and updated. Below, we outline the distinct approaches to integrate WhatConverts with Google Sheets.

Importing Call Data into WhatConverts

To import call data from Google Sheets into WhatConverts, begin by setting up a Google Sheet with the requisite phone call data. Proceed by creating a Zap using Zapier, which will serve as the mechanism to transfer the data into WhatConverts. This process is initiated by setting up a Trigger with Google Sheets as the Trigger App and selecting "New Spreadsheet Row" as the Trigger Event. Subsequently, you will map and format the phone number fields to the E.164 standard using Zapier, ensuring that all necessary numbers are correctly converted for import into WhatConverts.

Exporting Lead Data to Google Sheets

Conversely, to export data from WhatConverts to Google Sheets, you must start by creating a new spreadsheet in Google Sheets and filling the first row with the lead details you wish to import, such as Lead ID, Date/Time, Lead Type, etc. After setting up the spreadsheet, create a new Zap in Zapier, designating WhatConverts as the Trigger App with "New Lead" as the Trigger Event. Once the WhatConverts account is connected and configured to send the desired lead types to Google Sheets, select Google Sheets as the Action App with "Create Spreadsheet Row" as the Action Event. After connecting your Google Sheets account, select the appropriate spreadsheet and worksheet, and match the additional fields to the corresponding lead information in WhatConverts.

Using Sourcetable as an Alternative to Integration

For those seeking an alternative to direct integration, Sourcetable offers a robust solution. Sourcetable is capable of synchronizing live data from a wide array of apps or databases, including WhatConverts and Google Sheets. This allows for a more dynamic and flexible management of lead data without the need for setting up individual Zaps or managing CSV exports. It could be an effective option for users looking for simplified data management across platforms.

Common Use Cases

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  Importing call data from other call tracking companies into whatconverts
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  Mapping and formatting phone number fields for import into whatconverts
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  Automatically updating a google sheets document with new incoming leads from whatconverts

Frequently Asked Questions

How do I integrate WhatConverts with Google Sheets?

Integrate WhatConverts with Google Sheets using Zapier by selecting 'Make a Zap' with 'New Lead' as the Trigger Event and 'Create Spreadsheet Row' as the Action Event.

Can I import call data from other call tracking companies into WhatConverts?

Yes, by integrating with Google Sheets through Zapier, you can import call data using a CSV file, provided you have a Google account with Google Drive and WhatConverts, and a Zapier account.

Will the new leads from WhatConverts be added to Google Sheets instantly?

WhatConverts leads can be added to Google Sheets instantly without needing to manually enter the leads, thanks to the Zapier integration.

Can I customize the fields that are being imported to Google Sheets?

Yes, you can map any fields you want in the Google Sheets template when setting up the integration through Zapier.

How can I prevent duplicates when sending data to Google Sheets?

To avoid sending duplicates, select 'No' for Phone Call (In Progress) or Phone Call (Completed) when configuring the WhatConverts integration with Zapier.