Exporting leads to Google Sheets

Google Sheets is a free service that allows you to work with spreadsheets online: create and edit sheets, share their data with others. When visitors fill in forms on your site, information from these leads is automatically transferred to Google Sheets.

Integrating Google Sheets

To set up the integration, go to the Settings → Export of leads.

Select Google Sheets and click Next.

You need to give Flexbe access to your Google account. After that data from your site's forms will be sent to Google Sheets.

Setting up Google Sheets

By default, spreadsheets to collect data are added to Google Drive root directory. You can also create a separate folder for each site to organize your files better.

Sending leads to one spreadsheet

There can be several forms on a site: for example, a quote request and an offer to take free measures. You may decide to send data from all the site's forms to one spreadsheet. In this case, save the default settings.

Sending leads to dedicated spreadsheets

If you want to collect quote requests in one spreadsheet and offers to take free measurements in another, you should switch on the Send leads to individual spreadsheets by form name toggle. In this case, there will be as many sheets as there are forms on the site.

Leads are captured according to the names of the forms they come from. To change the form name, go to the form Settings → Goals tab → Form name.

Granting access to spreadsheets

You can give access to any spreadsheet to other team members for collaboration. This comes in handy, for example, when your employees manage leads and contact customers but do not have permissions to view leads on the site.

Spreadsheet settings

You can hide spreadsheet columns or change their order but always leave column titles unchanged.

Leads on Flexbe

You can also see data collected in the forms on the Leads tab at the upper right corner. It is active, whether Google Sheets is integrated or not.