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How to post leads into Google Sheets
How to post leads into Google Sheets

This article explains how to set up our Google Sheets integration.

Cole Bridge avatar
Written by Cole Bridge
Updated over a week ago

Go to integrations and activate Google Sheets. You'll see an email ([email protected]) that you need to invite to your Google Sheets spreadsheet as an editor.

You also need to change general access to "anyone with the link can edit."

Manage the campaign you're looking to connect with Google Sheets and go to Posting.

Add a new block to your posting flow and select Google Sheets. You can name this block whatever you'd like.

Enter the Sheet ID and press connect.
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The Sheet ID is in the URL of your Google Sheet.

Example

Sheet ID: 1t7qO2ndt0i6lqREtKmRNI7ai-0dUHQ4PmyYNfjyhdxI

Once connected, you'll see the name of your spreadsheet and you can choose the sheet in your spreadsheet where you want the data to post.

Finally, enter the column header names that you'd like to post and add them to your Google Sheets. In Opta, map the value to the corresponding column name.

NOTE: Do not change the column headers once you've set this up. You'll run into formatting issues which will make it difficult to view the data posted into your spreadsheet.

Last, if you'd like leads posted here to be considered as billable, flip the billable toggle to active.

Still have questions? Drop us a note at [email protected].

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