How to send lead alerts to Google Sheets
Watch the walkthrough, then follow the steps below. Once connected, every lead that matches an alert is appended to the spreadsheet tab you pick, with no exports and no duplicates.
About 1 minute, start to finish. Prefer to read? The same steps are written out below.
Quick Answer
To send FirstLeads alerts to Google Sheets, open Settings, then Integrations, click Connect on Google Sheets, and sign in with Google. Create a blank spreadsheet in Google Sheets and name it. Back in FirstLeads, open Alerts, click Edit on the alert, toggle Google Sheets on, click Pick a sheet, select your spreadsheet, and choose the tab. Every new lead that matches the alert is added as a row.
Send alerts to Google Sheets in 8 steps
- 1
Open Settings, then Integrations
In the left menu of your FirstLeads dashboard, click Settings, then Integrations.
- 2
Connect Google Sheets
Scroll to Available and click Connect on Google Sheets.
- 3
Sign in with Google
Sign in with the Google account that will own the spreadsheet and click Continue to grant access.
- 4
Create a spreadsheet
In Google Sheets, create a blank spreadsheet and give it a name, for example Indiana Leads.
- 5
Open Alerts
Back in FirstLeads, click Alerts in the left menu.
- 6
Edit the alert
Click Edit on the alert you want sent to Sheets.
- 7
Pick your sheet
Toggle Google Sheets on, click Pick a sheet, and select the spreadsheet you created.
- 8
Choose the tab
Choose the tab from the dropdown, then click Save Changes. Every new lead that matches the alert now shows up as a new row in your sheet.
One alert, one tab. Each alert writes to one tab. To keep territories separate, create one alert per county and point each at its own tab or spreadsheet.
Keep going
Frequently Asked Questions
Build your call list automatically
Connect Google Sheets and point an alert at a tab. Tomorrow’s call-down list writes itself overnight.