How to Create a Custom Automated Report for Clients Using Google Sheets and Zapier

How to Create a Custom Automated Report for Clients Using Google Sheets and Zapier

Some clients prefer to receive their Visual Visitor data in a Google Sheet rather than logging into the dashboard directly. You can automate this by using Zapier to push identified visitor data from Visual Visitor into a client-specific Google Sheet in real time.

 


Setup steps

 

  1. Create a Google Sheet for the client with column headers matching the data you want to capture (e.g., Date, Visitor Name, Company, Email, Page Visited, Referral Source, ICP Tier).

 

  1. In Zapier: Create a new Zap. Set the trigger to Webhooks by Zapier > Catch Hook and copy the URL.

 

  1. In Visual Visitor: Go to Configuration > Webhook, paste the Zapier URL, configure notification rules (e.g., ICP Tier 1 and 2 only), and test the connection.

 

  1. In Zapier: Add an action step: Google Sheets > Create Spreadsheet Row. Map the Visual Visitor fields (email, company name, page URL, etc.) to the appropriate Google Sheet columns.

 

  1. Turn on the Zap and verify a test row appears in the Google Sheet.

 

Adding referral source breakdown

To include a referral source breakdown (e.g., how many visitors came from Google vs. direct vs. email campaigns), add a column mapped to the referral_source or utm_source field from the webhook payload. This allows clients to see campaign performance alongside visitor identification data in a single sheet. 

Client access:

Share the Google Sheet with the client using view-only access so they can monitor their leads without needing to log into Visual Visitor. Schedule a monthly review call to discuss the data trends.

Tip: Use Google Sheets' built-in pivot table and filter features to create a summary dashboard tab on the same sheet, giving clients a high-level view alongside the raw data.


IdeaFollow this guide video to set up a Webhook using Zapier to Google Sheet.