Previously I wrote about how to pass AdWords keyword data through to your Unbounce landing page. This is a great way of linking up keywords with landing page form submissions. The next step to this is to pipe that data into a spreadsheet for easier analysis. The goal being to build up a picture of which keywords drive good leads and which drive junk leads.
By the end of this post you’ll have Unbounce automatically adding new leads into a Google Sheets document that you can edit and share with people.
In this post I’m going to cover the setup process. Fortunately the Zapier service makes this simple enough that anyone can do it! No playing about with APIs or servers, which is perfect.
First you need to setup a Zapier account. Then choose to make a new zap, selecting Unbounce as the trigger and Google Sheets as the action:
Then on the next screen Zapier provides a URL ‘hook’.
You’ll need to follow the directions above. If the form is already live, and you have client or colleagues email addresses in the email notification box, you may want to switch these out while testing.
In terms of copying the URL above into Unbounce, here are some screenshots to help with the process:
From here we want to paste the Zapier URL into Unbounce.
Just a quick note in case anyone is curious what this web hook business is about. The way it works is thus. When you provide Unbounce with a web hook URL, it will then start sending form data to that address. Zapier captures this data, and then uses it within any applicable ‘zaps’, and in this instance, it send the data to Google Sheets. Perhaps think of Zapier as your server and the URL as your server location.
Then choose to ‘configure field mapping’. Here you just want to make sure that everything that should be mapped, has been. In the below screenshot you can see, for example, that ‘submission date’ hasn’t been mapped. So we’d want to map it to date_submitted to import it into Sheets.
Now head back to the Zapier interface, choose ‘Continue’, and select your Google account. Then create a new Google sheets document within the account you’ve just selected, and give it a name you’ll recognise.
It will help to fill out the headers in this spreadsheet for later when we match the Unbounce data to Sheets. You can get a good idea of what headers to use by viewing the headers in an Unbounce leads export (csv format). You’re also welcome to grab the headers off an example Sheets document here.
At step 4 you can skip adding filters. I’ve yet to use this feature, but I could see its value:
At step 5 you’ll want to select the Google sheets document you’ve just created and match up the fields within your worksheet to the fields within Unbounce. The exact result will depend on the type of form inputs you have and what you wish to pass into Google Sheets.
Now Zapier will check to see if you’ve submitted any form data since the web hook was added to Unbounce. If so, you’ll see it show up as a sample, and you can test sending it to Sheets. At this point you’ll be able to verify if the data is appearing correctly, and make any necessary adjustments.
That’s it! In the last step you can give your Zap a name and switch it live:
At this point Zapier will be automatically adding all new leads from your Unbounce form to Google Sheets.
A few last points:
- If you have more forms to link up, you can use the same web hook and link them to the same sheet. You won’t need to reconfigure the Zap, you’ll just need to add the Zap’s web hook to the Unbounce form and match the fields again.
- If the form asks different questions, or you want to add them to a separate sheet, then you can do so by creating a new Zap.
- If you plan to share your Google Sheets document with a client, you can do so by adding their email address and hitting share. The client may want to play about with the Sheet and customise it. That’s fine. However if they start deleting columns that could break the Zapier integration. The trick is to use protected ranges, and restrict editing of the top row:
I hope that helps. Let me know any feedback in the comments.