✔ Fix Lead Sheet
Completed by Hector M.
- Assigned to
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Isaac K.
- Notes
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Hey Isaac, the client made some modifications to the leadsheet which are superhelpful I am wondering if we could duplicate this on other lead sheets. I think the obstacle would be that the zapier creates a new row so I do not know how certain columns could remain formatted, have dropdowns, etc. Maybe you can look into how we could do something like he did.
Issue is leads are going into leadsheet anymore can you see what is wrong
https://docs.google.com/spreadsheets/d/1rCQghBpah692_zWHyD8v_WnYWedC6-MHldgFIULlGcM/edit#gid=0
Now the first row in the spreadsheet which ZAPIER system consider as lead labels have first two columns blank (Col$a) and (Col$b) last column "Submitted leads".
Link to updated Spreadsheet -
https://docs.google.com/spreadsheets/d/1POROo28i-AUBITLhDQ7Hx2hVHLiTsiBwmSK3EGIAAZQ/edit?usp=sharing
Also while woking on above spreadsheet. I noticed if we make the special columns which have dropdown..checkboxes etc upto the last lead row. We can use the same type of format Bloom health client have made on their leadsheet for all clients. Zapier would copy all dropdowns..checkbox etc automatically to new lead row it will create.
This is the link to updated new sheet - https://docs.google.com/spreadsheets/d/1POROo28i-AUBITLhDQ7Hx2hVHLiTsiBwmSK3EGIAAZQ/edit?usp=sharing
I also sent invitation to you for above spreadsheet separately in your email.
Also any chance we can get call rail leads to go into the same sheet - Yes it seems doable using ZAPIER.
https://zapier.com/app-directory/callrail/integrations/google-sheets
send callrail leads to same tab as normal leads - Please see attached and let me know out of 3 which option you want to choose for trigger.
Also pls share client Callrail account credentials. Need it for OAuth. Thanks.
https://docs.google.com/spreadsheets/d/1rCQghBpah692_zWHyD8v_WnYWedC6-MHldgFIULlGcM/edit#gid=0
I just checked on my end and your test lead got added in leadsheet fine it's just that it got added at the bottom. I have deleted the empty rows. Please check again and you will see your test lead in there.
callrail
UN: ncrawford@bloom.health
I am still seeing Bloom Health CallRail account under our Medstar media umbrella.
This one separate from that one?
I just logged in and it is not set up - no tracking, Java snippet or anything added.
Do you want me to add all of that? If so, under what GTM account? since the their current GTM is being used by the Bloom health under our Medstar umbrella?
Can you please add the new Callrail Java Script to the Bloom health site?
Here it is =
<script type="text/javascript" src="//cdn.callrail.com/companies/764823473/b79dc604427e448be6ed/12/swap.js"></script>
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We also need to add the GTM code to the site since they have no types of tags. No analytics or any type of tags at all on this site.
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j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
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Can you please add the new Callrail Java Script to the Bloom health site?- ADDED
hopefully we can get their leads imported into Google sheet now - DONE
Number is swapping correctly on website - Confirmed!
Calls being recorded on Callrail - Confirmed!
User - support@medstarmedia.com
Pass - TeamXmed$tar@#1
Before deleting their old account under Medstar, I wanted to listen in on their calls and prepare a report so the calls would not go to waste.
I am doing so now.
Will post results on a different task assignment.