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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 for lead exports.

2

Choose the lead sheet

In Configure, choose an existing spreadsheet with Google Picker or create a new Harlo-owned sheet. Harlo only receives access to the selected file.

3

Save the action

Select the widget agents that should append rows, then save the configuration. Harlo stores the selected spreadsheet and tab.

4

Test lead capture

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

Configuration

Required fields and decisions

Selected spreadsheet

The Google spreadsheet created or explicitly authorized for Harlo.

Sheet tab name

The tab Harlo should create or append to.

Selected spreadsheet

The spreadsheet Harlo should use for captured lead rows.

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.