Lead Report

How to Link Google Sheet in Lead Report

You can connect a Google Sheet to automatically store captured leads.

Step 1: Open Lead Report

Select the agent you want

Click on Leads

Open the Lead Report tab

This section shows all captured leads for the selected agent.

Step 2: Click on Link Google Sheet

In the Lead Report section, click on Link Google Sheet.

This will open the Google Sheet linking popup.

Step 3: Create a Blank Google Sheet

First, create a blank Google Sheet where you want the lead data to be stored.

You can create a new sheet and keep it ready before linking.

After creating the sheet, share it with the service account email shown in the popup.

This step is required so the system can write lead data into your sheet.

Make sure the sheet is shared with edit access.

Step 5: Add the Google Sheet Link

After sharing the sheet:

Copy the Google Sheet URL

Paste it into the Google Sheet link / URL field

Step 6: Enter the Worksheet Name

In the Google worksheet name field, enter the worksheet name where you want the lead details to be saved.

For example:

Sheet1

Sheet2

Make sure the worksheet name matches exactly with the tab name inside your Google Sheet.

Step 7: Link the Sheet

After filling in both fields:

Review the Google Sheet URL

Review the worksheet name

Click on Link sheet

Your leads will then start getting stored in the connected Google Sheet.

Step 8: Refresh if Needed

If leads do not appear immediately, click on Refresh in the Lead Report section.

This will reload the latest captured lead data.

Done

Your Lead Report is now connected to Google Sheet.

New captured leads can be stored in the linked worksheet automatically.

How to Link Google Sheet in Lead Report#

Step 1: Open Lead Report#

Step 2: Click on Link Google Sheet#

Step 3: Create a Blank Google Sheet#

Step 4: Share the Google Sheet#

Step 5: Add the Google Sheet Link#

Step 6: Enter the Worksheet Name#

Step 7: Link the Sheet#

Step 8: Refresh if Needed#

Done#