Connect a Google Sheet

Good for companies without a CRM, or as a backup copy of every lead.

What you need: a Google account. What we need from you: a sheet shared with us as an editor, and its link.

1. Create a new sheet. Go to sheets.google.com and click Blank. Name it Vetted Lead Network leads.

2. Add the header row. Paste this into cell A1. Each name goes in its own column, in this order.

   first_name last_name phone email address city state zip roof_need property_type roof_age timeline priority delivered_at lead_id

   

   Row 1 is the header. Do not rename the columns; we write by name.

3. Share it with us. Click Share in the top right, enter leads@vettedhomeprosusa.com, set the role to Editor, and click Send.

   

   Editor, not Viewer. We need to add rows.

4. Copy the sheet link. Click Share again, then Copy link.

5. Paste it in your portal. In your Vetted Lead Network portal open Finish setup, then CRM connection. Choose Google Sheet, paste the link, and save.

Add your own columns to the right

Columns after lead_id are yours. Add Called?, Appointment, Notes, whatever you like. We never touch them. Do not insert columns in the middle or rename the first fifteen.

Check it worked

When our test lead named VLN Test arrives it appears as a new row. Then reply got it in your portal or to the text you received.