The Google Sheets Add-on for ClickFunnels makes it very easy for business owners to build a funnels for any purpose. You can create a shopping funnel, a subscription funnels, or anything in between. You can even use the Google Sheet Add-on to build your own custom funnels.
However, before you build your funnels on the Google Sheets Add-on, you need to familiarize yourself with the API. In this article, we’ll talk about the most common API calls that you need to be aware of when working with the Google Sheets Add-on for ClickFunnels.
Get the Data You Need From Your Google Sheet
When you first log in to the Google Sheet, you will see a list of tabs along with an empty space in the middle. On the far right, you will see three dots which when clicked will allow you to choose from a list of actions that you can perform on the selected tab. Now, let’s explore what each action does.
Create a New Funnel from Scratch
To create a new funnel, click on the New Funnel button which is the third action from the right. You will now see a blank form where you can enter the details of your new funnel. Enter a name for your new funnel and make sure to click on the Save button when you are done.
You can now navigate to this new funnel you just created and click on the blue gear icon to the far right of the form to enter the Settings tab. From here, you can edit the form fields as needed to connect with your Google Sheets data.
Use Your Google Sheet to Find Your Funnels
If you already have a Google Sheet with your business’ data entered, you can use the Google Sheets Add-on to find the existing funnels you have. Navigate to the Excel add-on from the Google Sheet’s menu on the top right and you will see a list options to the right. Click on the Find Funnels option to start your search. You can either enter the name of the funnel you are looking for or click on the Browse button and select a specific set of columns you want to use in your search.
When you find your desired funnel, you can either create a new branch from the Google Sheet, or you can click on the gear icon on the right and then click on the Edit option next to the branch you want to use. When you are done editing your branch, click on the Save button at the top of the Google Sheet to save your changes.
Edit An Existing Funnel
To edit an existing funnel, you have two options. You can either click on the gear icon on the right and then click on the Edit option next to the branch you want to use or you can enter the name of the funnel in the search bar at the top of the sheet and then click on the Find button.
If you enter the name of the funnel in the search bar, you will see all the branches for that funnel listed below. You can either create a new branch from the existing one or click on the gear icon at the right and then click on the Edit option on the selected branch to make changes. When you are done making changes, click on the Save button at the top of the Google Sheet to save your changes.
Delete A Funnel
To delete a funnel, click on the gear icon on the right and then click on the Delete option next to the branch you want to use. When you are sure that you want to delete the branch, click on the Delete button at the bottom of the sheet to confirm your decision.
You can use a tool like Zap to integrate Google Sheets with other well-known CRM software like Salesforce. With this integration, you can perform various actions from within the CRM software, like taking a quick note, assigning a follow-up, and delivering a presentation all from within the CRM software. You can also download the Google Sheets Add-on from the Zap website.