How to Get Sales Lead Information From Your Emails Into a Spreadsheet

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  • Опубликовано: 24 дек 2024

Комментарии • 48

  • @cloudHQGoogleChromeExtensions
    @cloudHQGoogleChromeExtensions  4 года назад

    ** This is a Chrome extension you need to install from the Google Chrome Store: chrome.google.com/webstore/detail/export-emails-to-google-s/ibpbagbedfnlepijbnjeanihpoohkocm **
    EXCELLENT for businesses:
    If you can format it correctly, the data sitting in your Gmail account can be a goldmine, and that's why we created: "Export Emails to Google Sheets, Excel, and CSV." Now, you can save emails in a spreadsheet where you can organize:
    ✅ Orders
    ✅ Leads
    ✅ Language so that you can get your customer emails translated
    ✅ Resumes from candidates
    ✅ Email response times
    ✅ Number of bounced emails
    ✅ Import any data you like into your database!
    cloudHQ. Helping your productivity, 1 click at a time.

  • @jyobaccio1
    @jyobaccio1 2 года назад

    @cloudhq sending emails to a sheet is only a partial solution..after that, each lead or email might need additional doc to reference. I do not think Google supports adding attachments to a sheet or a drop down to see attachments. What do you have for that?

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  2 года назад

      Hi Joe. I guess it depends on what you're using this for? It sounds like you're using it for CRM data? In which case, I'd refer you to Gmail co-pilot www.gmail-copilot.com/ or Save emails to PDF to include attachments www.save-emails-to-pdf.com/. Either way, I feel like I'm guessing your use case and would prefer a brief meeting to understand exactly what you need so that the solutions I suggest can address your specific needs. You can schedule a meeting here: www.cloudhq.net/ask_us

    • @jyobaccio1
      @jyobaccio1 2 года назад

      @@cloudHQGoogleChromeExtensions that is not exactly right. It could be and same issue. If it is a crm, say for a lender, you would have a column on me, say, drivers license pdf, loan application pdf, photo of the house I am buying.jpeg, my loan application on a doc..if you had 1000 applications, you aren't going to make 1000 files, so you forward contacts to a Sheet and instead of 1 file with all.those attachments, you label your colums and can easily scan the applicants and go to the column you want to view for that doc type. In the real estate aquisition world, it is not a crm, bit same thing..you get bofa to send you 1000 distressed properties and you are only going to consider your top 10..you are going to set up a Sheet witj criteria, Address, tax doc, title/owner download, picture, google earth screenshot, pdf of a map or city zoning pdf. You are not setting files for all these..you just want to attach enough data to send to your manager who will look at the Sheet and tell you what 10 to create folders for. Some of those docs get emailed to me?.I then use Cloud HQ to send to a row in Sheets. if you send me an attachment tomorrow on that, I want to just copy and paste in into a cell in a column, but not imbed it.it can be a thumbnail just like email attachments. I need to do that because I do not want to create a new row by sending to sheets a second time.

    • @jyobaccio1
      @jyobaccio1 2 года назад

      @@cloudHQGoogleChromeExtensions p.s, I see excel videos where they embed attachments, I don't really want to embed things. I''d like a drop down of somesort that has the "object" attachment available. Hope that clears up things a big. I know if forward a gmail to a sheet with Cloud HQ and with existing attachments, it can open those, but if I later want to add other attachments to cells, as dropdowns or icons, then I would like to do that in any cell in Sheets vs having to buy Excel.

    • @jyobaccio1
      @jyobaccio1 2 года назад

      @@cloudHQGoogleChromeExtensions I think a meeting would be a waste of time if CloudHQ does not have the solutions needed. So,let me see what you have in regards to what I asked first. The email to Sheet add on that CloudHQ has, creates a sheet with emailed leads. It does not parse those leads into addresses and if I want to add to that sheet of leads, I'd want to add attachments, just like an email, with the icon of the doc in one of the cells. If I create a .doc or .pdf or .jpg, attachment, I can include it in an email. But, on Google Sheets, I do not think I can do that. In the video above, the 3rd step is she can send out leads to her team. How is she then seeing added info to those rows she sent? Maybe a suggestion is for you to let me know or reply here with what other CloudHQ solutions you have that relate to real estate property and I can set up an appointment after that.

  • @deedeejakes3334
    @deedeejakes3334 5 лет назад +4

    I found this after looking for a way to get all of my online receipts into a file. Would this work

  • @jyobaccio1
    @jyobaccio1 Год назад

    @CloudHQ, your Copilot is a crm, but this video is about saving real estate property leads. To create an ongoing database of real estate properties, I need to track addresses, not people. If CloudHQ does not do that, do you know a vendor that can take your sales Sheet in this video and create a more involved project management system from the Google Sheet?

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  Год назад

      We do track addresses. Please make an appointment here: www.cloudhq.net/ask_us

    • @jyobaccio1
      @jyobaccio1 Год назад

      @cloudHQGoogleChromeExtensions not one bit of your site says you do crm for addresses. I am prohibited from using company sales time to talk with vendors, so either send me a link to what you are talking about or you can try me at 9pm Pacific time Monday.

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  Год назад

      @@jyobaccio1 We're sorry, but we think it's best if you found a different provider. With Kindness, the cloudHQ team.

    • @jyobaccio1
      @jyobaccio1 Год назад

      We are not interested in your rude and illegal blocking of us getting info on your CRM. We can prepare a report for Google on our experience with your company. Federal law prohibits you from not granting us access to your product. If you demand our business time, we could charge you a $50,000 fee for lost revenue. That appears to be why you won't share info because you are forcing us into a demo rather than answering some basic questions. I have the names of your 2 top executives and I am sure they will not be happy you replied in this manner. If you choose to be helpful, please answer my questions.

  • @mikeshanson3982
    @mikeshanson3982 5 лет назад +1

    What would be the use-case for this tool?

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  5 лет назад +1

      Anything you can think of! All of your emails from a specific client in one place, all emails pertaining to a specific tool/offering, anything that you'd need to organize in one spot!

  • @yasmeenfarha2008
    @yasmeenfarha2008 4 года назад

    Hi..pls help me to sort out.
    As I'm not getting tat options if I select navigation. The option of save in google sheets is not displayed

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  4 года назад

      Hi Yasmeen, Which wizard are you using? You can also email support directly: support@cloudhq.net

    • @yasmeenfarha2008
      @yasmeenfarha2008 4 года назад

      @@cloudHQGoogleChromeExtensions hi thanks for your response... this is very much efficient to use. Thanks.

  • @melokiadil1225
    @melokiadil1225 4 года назад

    hi >. I can't see an icon save label to excel or another ?? cam u help me ?

    • @melokiadil1225
      @melokiadil1225 4 года назад

      @Dinusha Chandima no

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  4 года назад

      Hi, Did you install the extension? chrome.google.com/webstore/detail/export-emails-to-google-s/ibpbagbedfnlepijbnjeanihpoohkocm

  • @traialy1190
    @traialy1190 4 года назад +1

    Can it be done Automatically? Once I receive an email and sends them to sheet automatically ?

  • @akbalfirose
    @akbalfirose 3 года назад

    I have 7000 emails want to get convert in excel sheet

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  3 года назад

      Great. That does exceed our free allotment of emails to excel, but you can always purchase a monthly subscription, and cancel whenever you like. www.emails-to-sheets.com/pricing

  • @cristianjavieralmeida1834
    @cristianjavieralmeida1834 4 года назад +1

    Nice tool, thanks.

  • @brettmayse4352
    @brettmayse4352 5 лет назад +1

    helps with organization, workflow and keeping track of receipts! what's not to love!!

  • @charleneparchment9207
    @charleneparchment9207 4 года назад +1

    This is so clever. Going to attempt right now

  • @LocalFellas
    @LocalFellas Год назад

    AMAZING 😀🤩

  • @nikolaradovic3834
    @nikolaradovic3834 5 лет назад +1

    can't wait to get started

  • @alexabell9152
    @alexabell9152 5 лет назад +1

    love this, thx

  • @rutikajoil8085
    @rutikajoil8085 3 года назад

    Thank you so much.....you solve my problem 💝

  • @mohitchoudhary1909
    @mohitchoudhary1909 3 года назад

    this is old one

  • @prank4life309
    @prank4life309 5 лет назад

    Didn't support arabic text to file csv or ms excel or google sheet 😕😕

    • @cloudHQGoogleChromeExtensions
      @cloudHQGoogleChromeExtensions  5 лет назад

      Hi there! We're so sorry you're having trouble with our tool.
      Can you email us at support@cloudhq.net? We'd love to help you.

  • @PotBotorg
    @PotBotorg 3 года назад

    right on

  • @ndangaridzoemeldahamandish3640
    @ndangaridzoemeldahamandish3640 5 лет назад

    this is super

  • @sing4love4fun
    @sing4love4fun 5 лет назад

    👍 👏👏👏👏 😊😍😂🤣 🤝

  • @Dermolab-arg
    @Dermolab-arg 4 года назад

    i love you!!!!