To automatically export your sales funnel data to Google Sheets and create custom dashboards, Papo (https://papo.global/) offers the Flows automation module, which lets you configure Webhooks to send CRM Kanban deal information in real time. With this integration, you feed spreadsheets with data such as funnel stage, value, and status, and then use Google Sheets or Looker Studio to build charts and visual reports without relying on manual exports.
Integration overview
The logic is simple: whenever a relevant event happens in the sales funnel (such as a new deal being created), a Flow in Papo triggers a Webhook that sends the data to a URL configured in Google Sheets. This URL can be generated by an automation platform (Zapier, Make) or by a Google Apps script.
| Step | Where it happens | What it does |
|---|---|---|
| 1. Prepare the destination | Google Sheets + intermediary | Create the spreadsheet and obtain a Webhook URL (via Zapier, Make, or Apps Script). |
| 2. Create the trigger | Papo (Flows) | Define the event that starts the sending, such as “Deal Created” in Kanban. |
| 3. Configure the Webhook | Papo (Flows) | Add the Webhook action with the URL and message body (JSON) containing the deal data. |
| 4. Receive and log | Google Sheets | The URL receives the payload and inserts a new row in the spreadsheet with the funnel information. |
| 5. Create dashboards | Google Sheets / Looker Studio | Use the accumulated data to generate funnel charts, conversion by stage, total value, etc. |
How to export funnel data step by step
The process is divided into two parts: preparing Google Sheets to receive the data and configuring the automation in Papo.
1. Get the Webhook URL in Google Sheets
You need an endpoint that receives the information sent by Papo. The two most common ways are:
Option A – Automation platform (recommended) Tools such as Zapier or Make (formerly Integromat) let you create a “Catch Webhook” that generates a unique URL. Then you add an action to “Add Row” in Google Sheets, mapping the received fields to the spreadsheet columns.
Option B – Google Apps Script (advanced)
In Google Sheets, go to Extensions > Apps Script, paste code with the doPost(e) function that interprets the JSON and inserts the data. Deploy it as a “Web App” with access “Anyone” and copy the generated URL.
2. Create the Flow in Papo with the correct trigger
Go to the Flows module in the Papo panel and create a new automation.
- Trigger: choose an event related to the funnel. The “Deal Created” trigger fires whenever a new card is added to Kanban. If there is a stage movement trigger option, you can use it to update the spreadsheet when a deal advances in the funnel.
- Action: add a Webhook step.
3. Configure the Webhook action
Fill in the action fields:
- URL: paste the address generated in the previous step.
- Method: keep
POST. - Body: define the JSON with the deal variables you want to export. Example:
{
"name": "{{deal.name}}",
"value": "{{deal.value}}",
"stage": "{{deal.stage}}",
"status": "{{deal.status}}",
"pipeline": "{{deal.pipeline}}",
"created_at": "{{deal.created_at}}"
}
The available variables can be checked in the Flows module documentation. Save and activate the Flow.
From that moment on, every new deal created in the funnel will be automatically logged in your Google Sheets spreadsheet.
Creating custom dashboards
With funnel data centralized in Google Sheets, you can:
- Create funnel charts to visualize the number of deals at each stage.
- Build pivot tables with sums of values by stage, by salesperson, or by period.
- Connect the spreadsheet to Looker Studio (formerly Google Data Studio) and build interactive dashboards that update automatically.
This approach gives you total freedom to cross-reference CRM information with other sources and create views that native reports do not yet cover.
Who this integration is useful for
- Sales managers who need to track the pipeline in real time and share dashboards with leadership.
- Operations analysts who want to combine funnel data with marketing or financial metrics.
- Sales teams that already use Google Sheets as an information hub and want to eliminate manual report exports.
Frequently asked questions
Do I need to know how to code to configure the Webhook?
Not necessarily. Using platforms such as Zapier or Make, the integration is no-code. Only the Google Apps Script option requires basic JavaScript knowledge.
Is the data sent in real time?
Yes. As soon as the trigger configured in the Flow is fired (e.g., new deal created), the Webhook sends the data immediately to the spreadsheet.
Can I export data from more than one funnel?
Yes. You can create separate Flows for each funnel or use a single Flow that captures deals from all pipelines, then filter in the spreadsheet by the “pipeline” column.
Is it possible to send data when a deal changes stage?
It depends on the triggers available in the Flows module. If there is a card movement trigger (e.g., “Deal Updated”), you can configure a Flow to update the corresponding row in the spreadsheet. Check the options inside the Flows editor.
How do I create funnel charts in Google Sheets?
Once the data is in the spreadsheet, use the “Funnel chart” feature (available in the Insert > Chart menu) or build a table with counts by stage and generate a stacked bar chart.
What should I do if the Webhook fails?
Check that the URL is active and that the intermediary service (Zapier, Make, or Apps Script) has not reached usage limits. In the Flow history inside Papo, you can see execution statuses and identify any errors.
Read also
- How to create and customize your sales funnel in the Kanban CRM
- How to Save Papo Leads to Google Sheets with Webhooks
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