Google Sheets Integration
Send Call Data to your Google Sheets.
Our integration with Google Sheets allows you to push all your inbound call activity to your online spreadsheets and update them real-time with all those new phone leads that reach you. You can integrate your Nimbata account with Google Sheets in minutes, create custom reports according to your business needs and share valuable customer insights with your colleagues and partners so that you are all perfectly aligned! Our integration allow you to:
🔥 Automatically collect and save call tracking data and be more productive. Use the spreadsheet as the source repository to create Looker reports or integrate with any other reporting platform!
🔥 Share call data with your clients and allow them to provide further information in additional columns.
🔥 Select between more than 50 predefined properties or choose to send custom created properties along with your call data. Pair this with Automation Rules to always have your data updated with recent changes.
🔥 Combine data from multiple sources and create your marketing data lake. Use this source to create holistic marketing attributions reports for your clients.
Step 1. To integrate with Google Sheets head to Integrations > Google Sheets, and click on the "Sign in with Google" button.
Step 2. Select the account you wish to connect. Then, Google will inform you about the access rights you give to Nimbata to create and edit Sheets in your Google Account. Click on "Continue" and then "Allow" to proceed.
If the connection was successful you will see a confirmation message.
Step 3. Select your Trigger. You can either opt for the default "After Every Call" or create your own by clicking on the Trigger Field.To create a new trigger, from the drop-down list select "Create Trigger." This feature enables you to filter the calls you want to send to GSheets. For instance, if you only want to send calls tagged as "Sales," create a new trigger that aligns with your criteria (tag = "Sales").
Step 4. Click on "Select Drive Folder" and choose the folder where you wish Nimbata to create the Google Sheet that will receive data. Then, type a new file name or choose an existing one from the list. In addition, choose if you want your new records (rows) to be inserted to Top or Bottom.
Your setup should look like this:
Step 5. Next, select the data you want to be pushed into your Sheet from the list. Arrange them in the desired order by dragging and dropping them up and down.
Step 6. Once done, click on the "link" button. A confirmation message will appear if your connection was successful. Otherwise, you will receive an error message explaining you what went wrong. Please, note that in case you want to make changes to your data fields, you should first unlink the connection!
🎉 That's it! You also have the option to send a test event to GSheets to ensure that everything is working as you want.
Updated on: 04/02/2024