Syncing to Google Sheets

6.1 Syncing to Google Sheets

The Google Sheets sync connects your Better Leads audience directly to a Google Sheet and keeps it updated automatically. Instead of manually exporting a file and uploading it each time, your leads flow into the sheet and refresh on the same schedule as your audience list.

📸 [SCREENSHOT — Sync section in the dashboard showing Google Sheets option]

How to set up a Google Sheets sync:

1. Log in and go to Sync in your left navigation.

📸 [SCREENSHOT — Sync section overview showing existing syncs and the New button]

1. Click New.

2. Select New Audience Synchronization.

📸 [SCREENSHOT — New audience synchronization option selected]

1. Select Google Sheets as your destination.

📸 [SCREENSHOT — Google Sheets selected as the sync destination]

1. [Placeholder: confirm the Google authentication step — whether the customer connects their Google account at this point and what the authorization screen looks like]

📸 [SCREENSHOT — Google account authorization screen]

1. Select the audience list you want to sync.

📸 [SCREENSHOT — Audience list selection screen]

1. [Placeholder: confirm whether the customer selects an existing sheet or a new one is created automatically]

📸 [SCREENSHOT — Sheet selection or creation screen]

1. Confirm the sync settings and save.

📸 [SCREENSHOT — Sync confirmation screen showing the new sync is active]

What you will see in the Sync section:

Once your sync is set up, it appears as a row in your Sync dashboard with the following information:

• Source Name — the name of your audience list

• Source — the data source (your Better Leads audience)

• Connection — the Google account connected

• Audience Name — the audience being synced

• Status — whether the sync is active or has an issue

• Created — when the sync was set up

• Last Sync — when the data was last pushed to the sheet

• Next Sync — when the next automatic update is scheduled

📸 [SCREENSHOT — Sync dashboard row showing all columns for a Google Sheets sync]

Tips:

• Do not manually delete rows from the synced sheet — this can cause issues when the sync updates.

• Use the synced sheet as a read source in your CRM or outreach tool rather than editing it directly.

• Check the Last Sync and Next Sync columns to confirm your data is staying current.