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.

    • Related Articles

    • Customizing Reporting as a Reseller

      While the platform’s standard reporting views are not customizable at this time, resellers still have flexible options to access, enhance, and tailor their reporting outside of the default interface. What Can Be Customized? At this time, the built-in ...

    • Create a Webhook to Zapier

      When setting up your Webhook integration, you have the option to send via Zapier if your system does not take a direct Webhook. In the example below, we will walk through how to send information to a Google Sheet in real-time with our Webhook ...

    • How to Customize Reporting and Branding for Each Client as a Reseller

      As a Visual Visitor reseller, you can customize the reporting and branding experience for each of your clients to present a cohesive white-label product. Here is what you can customize and how. White-label branding · Logo and colors: Upload your ...

    • Sending a Webhook to Zapier

      When setting up your Webhook integration, you have the option to send via Zapier if your system does not take a direct Webhook. In the example below, we will walk through how to send information to a Google Sheet in real-time with our Webhook ...

    • Sending a Webhook to Make

      When setting up your Webhook integration, you have the option to send via Make.com if your system does not take a direct Webhook. In the example below, we will walk through how to send information to a Google Sheet in real-time with our Webhook ...