How to Import Converted Leads Report from Salesforce into Google Sheets

Tracking converted leads in Salesforce is crucial for measuring sales effectiveness and marketing ROI. But analyzing this data in Google Sheets gives you more flexibility for custom reporting and team collaboration.

This guide shows you how to import your Salesforce Converted Leads report directly into Google Sheets using Coefficient.

Step-by-Step Guide to Importing Salesforce Converted Leads Report

Step 1: Install Coefficient and Connect to Salesforce

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Search for “Coefficient” > Install
• Once installed, open a new or existing Google Sheet
• Click Extensions > Coefficient > Launch to open the sidebar
• In the Coefficient sidebar, click “Import Data”
• Select “Salesforce” from the list of available connectors
• Follow the authentication prompts to connect your Salesforce account

Step 2: Import the Converted Leads Report

• In the Coefficient sidebar, select “Import from Reports”
• Browse or search for the “Converted Leads” report
• Preview the report data to ensure it contains the information you need
• Click “Import” to bring the data into your Google Sheet
• Choose where you want the data to appear in your spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

• Click on the imported data table in your sheet
• In the Coefficient sidebar, click “Set Up Auto-Refresh”
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Optionally, set up email or Slack notifications for when data refreshes
• Click “Save” to activate automatic refreshes

That’s it! Your Salesforce Converted Leads report is now in Google Sheets and can be refreshed automatically. You can now create custom visualizations, combine this data with other sources, or share insights with your team.

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects. Here’s what’s available:

Frequently Asked Questions

By following this guide, you can easily import your Salesforce Converted Leads report into Google Sheets using Coefficient. This integration enables you to analyze your lead conversion data more effectively, automate reporting, and share insights with your team—all while maintaining a live connection to your Salesforce data.