Dux-Soup recently introduced the Dux-Dash for Turbo users - an app where you can manage your Dux subscription, access the Dux-Store, track your campaign funnel performance and instantly connect to your CRM system.
If you haven't done so already then click on the Dux-Dash button today and check it out!
Fantastic as this is, we know that some of you might still want to build a dashboard in Google Sheets - so you can share it with other team members and monitor your lead funnel from any device!
Many of you got in touch with our Support team recently, asking if there is a way to build a dashboard using Google script code and cover Dux-Soup events such as Visit, Action and Message.
We accepted this challenge and have written the code for you!
In this blog, we’ll show you how to use JavaScript to integrate Dux-Soup with Google Sheets directly. You won’t need programming skills as our tech team has done the hard part. All that you have to do is to follow these steps and copy the script!
Note: you’ll need Dux-Soup Turbo for this to work.
The first thing you have to do is to name the columns in your Google Sheets. These names are just for your convenience, so you know what data you’re looking at. These names aren’t used by the script, so changes them won’t affect its operation.:
A- ProfileID
B - First Name
C - Last Name
D- Title
E - Company
F - Email
G - Connection Message
H - Connection Accepted Time
I- Sent Message
J- Sent Message Time
K- Responded Message
L- Responded Message Time
Second, name the Google Sheet (Sheet1) as Dux-Soup Dashboard:
Note: if the code isn’t working for you, it’s very likely that the Sheet name does not exactly match. Unlike with the column names, the script does rely on the Sheet to have this exact name.
In Google Sheets, you can deploy your script as a web app that generates a unique URL - that you can then make requests to by pasting it to Dux-Soup Options, Connect tab - to initiate your script.
In order to connect the visit event from Dux-Soup to Google Sheets, follow these steps:
1. Open a new Google Sheets form.
2. Go to the Tools menu and select Script Editor.
3. Copy this script and paste it into the script code editor and click on the Save button.
4. From the Publish menu, select Deploy as a Web app.
5. Select to execute the app as Me, and allow Anyone, even anonymous to execute the script.
6. Then, click Deploy.
7. You will be asked to review permissions now. Click on Review Permissions and select your account. Then, choose Advanced and Go to the Webhooks, click Allow.
8. The URL that you get will be the webhook URL that you need to copy and paste to the Dux-Soup Options, Connect tab.
9. Afterwards, tick Visit, Action and Message events, click on “Send Sample”:
You should now be able to see a cell in your spreadsheet populate:
Here it is, the Dux-Soup Dashboard without relying on a 3rd party services such as Zapier or Integromat. How cool is that!
Once you visit the profile on LinkedIn, Google Sheets will record profile ID, first name, last name, company and email (columns A-F). Columns G-H will populate when you send a connection request. I and J - when you send a direct message or the follow-up to your 1st-degree connections. And finally, you can see and track your responded messages (columns K-L).
Note: please keep the Message Bridge enabled at all times so Dux-Soup can process sent and responded messages, and add a system tag.
Join Giles Garnett, Head of Professional Services as he demonstrates live the tools and knowledge to build a dashboard in Google sheets without having to rely on a third-party tool, such as Zapier or Integromat.
He'll demonstrate basic Javascript and build a dashboard using data that you can collect via a Webhook (for instance visit data / messaging data) and export data to third party CRM tools.
Plus Q&A!
Register here.
If you are reading this after August 4th then watch the recording here.
Sometimes lead tracking can seem overwhelming, especially if you work in a distributed team.
But it’s also extremely important to keep tabs on where you are with prospects and to know the status of your lead gen funnel. That’s why building a simple dashboard might be the right solution for you!
In this blog, we have shown you how you can build a dashboard in Google Sheets without having to rely on a third-party tool. So why don’t you give it a try!
If something was unclear or you have any questions, let us know at info@dux-soup.com and we’ll be more than glad to help you out!
Handle your entire sales pipeline, track your performances, and in the end, close more deals.
