orca.floSend leads and orders to Google Sheets
Don’t use a CRM? OrcaFlo can keep a Google Sheet for you: one row for every new lead and one for every order.
Updated
Connect it
Open Integrations
In the sidebar click Integrations, then the Google Sheets card.
Click Connect Google Sheets
Pick your Google account and click Allow. OrcaFlo creates a sheet called “OrcaFlo leads – your business name” in your Google Drive.
Open the sheet
Back in OrcaFlo, click Open the sheet. Share it with your team in Google as you would any sheet.
What’s in the sheet
Leads tab
Date, name, phone, email, source, stage, lead temperature and a link to the chat in OrcaFlo.
Orders tab
Date, name, phone, order ID, status, amount, currency, items, and whether the order was created or paid.
Your time zone
Times are in your business’s time zone, and the Date column says which one, for example “Date (Asia/Dubai, GMT+4)”.
Good to know
- Use Add a row for every new lead and Add a row for every order to choose what gets added.
- Rows are added within a minute. Edits you make in the sheet stay in the sheet: they don’t change anything in OrcaFlo.
- OrcaFlo can only open the sheet it created, never your other files.
- Click Disconnect to stop adding rows. The sheet stays in your Google Drive. If you connect again, rows go to the same sheet.
Not seeing it?
If you don’t see this in your panel yet, email support@orcaflo-panel.com and we’ll switch it on for your business.
Questions
Yes. Rename it or move it to another folder; rows keep arriving. Keep the tab names Leads and Orders.
Restore it from the Google Drive trash within 30 days and rows start arriving again. If it is gone for good, email support@orcaflo-panel.com and we’ll start a new sheet for you.
No, only leads and orders from the moment you connect.