)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Accessing your Smartlead Lead Categories data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Smartlead Lead Categories data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Smartlead account.
-
Step 2:
Step 2. Select Import from… and choose Smartlead, then select the Lead Categories object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Lead Categories data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Smartlead in the list of connectors. You’ll be guided to connect your Smartlead account securely.
Step 2: Import Smartlead Lead Categories Data
After connecting, you’ll see options for importing data from Smartlead.
- Select the “Lead Categories” object from the available options.
- Choose the specific lead categories you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Smartlead Lead Categories data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Smartlead based on your schedule.
Available Smartlead Objects
- Lead Categories
- Campaigns
- Clients
- Vendors
- Domains
- Mailboxes
- Webhooks
Related SmartLead Use Cases
How to Import Lead Categories Data from Smartlead into Google Sheets
Learn how to easily import live Smartlead Lead Categories data into Google Sheets using Coefficient for streamlined lead categorization analysis and reporting.
How to Import Leads Data from Smartlead into Google Sheets
Learn how to easily import live Smartlead Leads data into Google Sheets using Coefficient for streamlined lead analysis and reporting.
How to Import Mailboxes Data from Smartlead into Google Sheets
Learn how to easily import live Smartlead Mailboxes data into Google Sheets using Coefficient for streamlined mailbox analysis and reporting.
Frequently Asked Questions
-
How to get Lead Categories from Smartlead?
Connect Smartlead to Google Sheets using Coefficient. You can then select the ‘Lead Categories’ object and import the data directly into your sheet.
-
How do I get a list of Lead Categories in Smartlead?
Use Coefficient’s import feature for Smartlead. Select the ‘Lead Categories’ object to pull a list of available lead categories into your Google Sheet.
-
How to automate importing Smartlead Lead Categories to Google Sheets daily?
With Coefficient, you can set up a daily auto-refresh schedule for your Smartlead Lead Categories import. This keeps your sheet updated automatically.
-
How do I download Lead Categories data from Smartlead?
Coefficient allows you to download or import live Lead Categories data from Smartlead directly into Google Sheets, avoiding manual export processes.
-
How to send email alerts about Lead Categories data from Smartlead?
While Coefficient imports the data, you can use Google Sheets features or other tools combined with Coefficient’s auto-refresh to trigger email alerts based on changes in the imported Smartlead Lead Categories data.
Trusted By Over 50,000 Companies
