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Lead export

Google Sheets

Append captured Harlo leads to spreadsheet rows with columns for contact details, source context, and each configured lead capture question.

Visitor intent

Lead captured

Harlo action

Append lead row

Provider result

Spreadsheet row is added

Setup

Configure Google Sheets

1

Connect Google Sheets

Open Dashboard -> Integrations, choose Google Sheets, and authorize the Google account Harlo should use to edit the sheet.

2

Paste the spreadsheet

In Configure, paste the full Google Sheets URL or the spreadsheet ID from the URL.

3

Name the tab

Choose a tab name such as Leads. Harlo creates the tab if it does not exist and writes headers.

4

Test lead capture

Submit a test lead and confirm Harlo appends a row with contact details, source page, conversation summary, metadata, and the agent's lead fields.

Configuration

Required fields and decisions

Spreadsheet ID or URL

The target Google spreadsheet.

Sheet tab name

The tab Harlo should create or append to.

Sheet access

The connected Google account must have edit access.

Testing

Verify before launch

1

Complete lead capture from the website widget.

2

Open the configured spreadsheet and tab.

3

Confirm headers exist and the new row includes each lead capture question as its own column.

Troubleshooting

Common fixes

Unable to parse range

Confirm the sheet tab name is valid and saved. Harlo creates the tab during configuration when the connected account has access.

No row appears

Share the spreadsheet with the connected Google account and confirm the spreadsheet ID or URL is correct.

Missing lead field columns

Save the integration again after updating the agent's lead capture questions so headers can refresh.