Importing leads in Cadence using Google Sheets
Topics Covered:
- Prerequisites.
- How to add leads using Google Sheets
- Importing leads from Google Sheets
- Steps to Copy a Google Sheet ID
Prerequisites:
- Mandatory fields in Google Sheets need to have the necessary information in them.
- Make sure you have at least view permissions to access the Google Sheets.
- The Vincere account should be connected.
How to add leads using Google Sheets
Step 1: Consider you want to add leads in a cadence. Go inside such a cadence. Then go to the prospect section of that cadence.
Step 2: Click on the Import button and select the Import from Google Sheets option.
Step 3: On this page, you will see a link to a sample Google Sheet for reference. You will be redirected to the sample sheet after clicking on it.
Step 4: Go to File > Make a copy to make a duplicate of this sheet. and make use of that format. You can edit the data in that particular sheet later. The sample Google Sheets will look like the picture below.
Once you are done adding lead information, you can move ahead to import leads into Cadence from Google Sheets.
Step 5: Now in the next step, you have to paste the link of the Google sheet to the people tab of your Cadence.
(*Make sure you have all the prerequisites ready, You can read about them below from “Things to Remember Before Importing Leads.)
Step 6: Click on the Import Leads button to start importing the list of leads in Google Sheets.
Step 7: Column mapping is the next step, so make sure you've mapped your Ringover Cadence fields with the Google Sheet Columns before importing the leads. An example of mapped columns will appear like this, as illustrated in the image below.
Step 8: Click on the Import Leads button on the top right of the column mapping page.
Step 9: Next up you will get a list of your leads from Google Sheets. Click on Add to add them to your cadence. Click on actions to delete a lead from this list.
Step 10: Once you Click on Add, you’ll see the status Success. Which means the lead has been successfully added to your cadence. Click on Back to Cadence.
Steps to copy vincere ID
There is a very important field in this part that needs to be filled in with great attention. This is your Vincere user ID. All your leads should be assigned to your ID. You can get this ID by following these steps:
Step 1: Go to the profile settings of the Cadence account.
Step 2: Scroll down to Your Vincere ID section.
Step 3: Copy the ID as shown in the below picture and paste it into your Google Sheet.