WhatConverts lead reporting in Google Sheets

An Apps Script that pulls lead counts from WhatConverts every day and totals them by source, type, week and month. Upwork, 2022, rated 5.0.

Lead reporting

Leads → sheet → weekly report

WhatConverts API Google Sheets Apps Script

Concept illustration of the workflow

The client's brief

Integrated Digital Strategies, a sales and marketing company in Massachusetts, tracked leads in WhatConverts. They needed a Google Apps Script that runs automatically every day on a sheet trigger and pulls lead counts. The sheet also had to be easy to copy: for another account, you change two variables, the API key and the account id, and nothing else.

What was built

The script produces the report the brief described:

totals by lead source (lead_source);
totals for the phone_call and web_form lead types;
one row per "week of", Monday to Sunday;
monthly totals for every column.

The work ran from mid-January to early February 2022.

Where this fits

A report like this suits an agency or marketing team that wants a regular lead summary without manual exports. With several accounts, a copy of the sheet with a different key gives the same report for another client.

Source

Upwork, January to February 2022, rated 5.0. The client did not leave a written review.

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