Here are instructions for syncing with Google Sheets:

Step 1

Log in to your Prospect Maximizer dashboard and click the “Credentials” button in the lower left.

Step 2

Once you’re on the “Credentials” page, scroll down to the bottom and press “Sign in to Google Sheets.”

Step 3

Select a Google Sheets account.

Step 4

Click the “Allow” button.

Step 5

Now you’re all set. Just go to any of your campaigns. At the top, you’ll see a button that says, “Sync with Google Sheets.” Click on that.

Step 6

You can choose to send all prospects to the Google Sheet, or just the people who respond. Press the “Save” button.

Step 7

Prospect Maximizer now automatically creates the Google Sheet with your campaign data. Clicking on the name of your sheet here will take your directly to your Google Sheet.

Step 8

View campaign data in your Google Sheet. That’s all there is to it!

Last modified: 16 March 2021

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