How to Add Leads from a Giveaway Funnel to Your Google Sheet: Part 1 of a 3-Part Series

Managing leads effectively is crucial for any successful giveaway campaign. By integrating your giveaway funnel with a Google Sheet, you can streamline data collection and organization. This blog is part one of a three-part series, guiding you step-by-step through the process of automating the transfer of leads from your giveaway funnel to a Google Sheet.

Why Integrate Giveaway Leads with Google Sheets?

  • Centralized Data: Keep all your leads in one easily accessible location.
  • Enhanced Organization: Organize leads with filters, tags, and custom columns in Google Sheets.
  • Seamless Collaboration: Share real-time updates with your team.

Step 1: Prepare Your Giveaway Funnel in Agent CRM

  1. Create or Open Your Giveaway Funnel

    • Log in to Agent CRM and navigate to Sites >> Funnels.
    • Select the funnel used for your giveaway campaign or create a new one.

  2. Add Lead Capture Form

    • Ensure your funnel includes a lead capture form to collect participant details such as:
      • Name
      • Email Address
      • Phone Number

  3. Test the Funnel

    • Submit a test entry to verify the form is functioning and leads are being recorded in Agent CRM.

Step 2: Set Up a Google Sheet

  1. Create a New Sheet

    • Open Google Sheets and create a new document for your giveaway leads.
    • Label columns for the data you want to collect (e.g., Name, Email, Phone Number, Giveaway Date).

  2. Get the Sheet URL

    • Copy the URL of your Google Sheet, as you’ll need this during the integration process.

Step 3: Connect Agent CRM to Google Sheets

  1. Access Integrations in Agent CRM

    • Navigate to Settings >> Integrations.
    • Look for the Google Sheets integration option.

  2. Authenticate Your Google Account

    • Log in to your Google account and allow Agent CRM to access your Google Sheets.

  3. Set Up the Connection

    • Select the Google Sheet you created for the giveaway leads.
    • Map the fields from your Agent CRM funnel (e.g., Name, Email) to the columns in your Google Sheet.

Step 4: Automate Lead Transfer

  1. Create a Workflow in Agent CRM

    • Go to Automation >> Workflows and click + Create Workflow.
    • Set the trigger as Form Submitted for your giveaway funnel form.

  2. Add an Action

    • Add the action Add Row to Google Sheet and configure it to insert the collected lead details into your Google Sheet.

  3. Test the Workflow

    • Submit a test form entry to ensure the data is transferred to your Google Sheet.

Learn More

Stay tuned for parts two and three of this series, where we’ll dive deeper into advanced automation options and optimizing your giveaway workflow. In the meantime, explore these related resources:

Bonus Resource: Watch and Learn

 

Software, zapier

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