Capture Helium wholesale registrations in Sheets
Sync every Helium B2B wholesale registration form, including custom fields, company details, and tax-exempt data, into Google Sheets for faster approval workflows and sales pipeline management.
CMS: Shopify
Overview
Helium provides B2B wholesale registration forms for Shopify that collect company details, tax-exempt IDs, and custom qualification fields. LeadToSheet captures these registration submissions in Google Sheets, giving your sales team a reviewable pipeline of wholesale applications they can filter, annotate, and approve without switching between Shopify admin and the Helium dashboard.
Implementation checklist
- 1
Install the SDK in theme.liquid
In your Shopify admin, navigate to Online Store > Themes > Edit Code and add the LeadToSheet snippet to theme.liquid before the closing </head> tag.
theme.liquid snippet
<script src="https://cdn.leadtosheet.com/sdk.min.js" data-client="YOUR_CLIENT_KEY"></script> - 2
Submit a test wholesale registration
Navigate to your Helium registration page and fill out the full form with test company details, tax ID, and all custom fields. Submit the registration and verify the data appears in your Google Sheet.
Tip: Fill in every optional field during testing so LeadToSheet creates column headers for the full field set upfront.
- 3
Set up an approval status column
Add a manual 'Approval Status' column in your Google Sheet next to the captured data. Your team can mark each application as approved, pending, or rejected directly in Sheets.
Customization ideas
Build a wholesale approval pipeline
Use Google Sheets conditional formatting to highlight new applications in yellow, approved ones in green, and rejected ones in red. Add a 'Reviewed By' column so your team can track who processed each application.
Auto-tag approved customers in Shopify
Use Apps Script to watch for changes in the approval status column and automatically apply customer tags in Shopify via the Admin API, triggering Helium's tag-based pricing tiers.
Capture tax-exempt documentation references
Helium forms can collect tax-exempt certificate numbers and company EIN fields. LeadToSheet records these so your finance team can verify tax-exempt status directly from the sheet before granting wholesale access.
Troubleshooting
Registration form fields appear incomplete
Helium forms use conditional fields that show or hide based on business type selection. Submit test registrations for each business type (sole proprietor, LLC, corporation) to ensure all conditional field columns are created in your sheet.
Multi-step registration captures only the first step
If Helium splits the registration into multiple steps (company info, contact info, qualifications), LeadToSheet captures the final submission. Ensure the applicant completes all steps. If partial capture is needed, contact LeadToSheet support about enabling per-step capture.
File upload fields show as empty
Helium may allow applicants to upload business licenses or tax certificates. File data cannot be captured at the browser level, but if Helium stores the file and includes a reference URL in the form data, LeadToSheet will capture that reference.
Resources
Frequently asked questions
- Does LeadToSheet replace Helium's approval workflow?
- No. Helium's built-in approval system and customer tagging continue to work independently. LeadToSheet provides a parallel view of registration data in Google Sheets for teams that prefer spreadsheet-based review workflows.
- Can I capture custom registration fields added in Helium?
- Yes. Any field rendered in the Helium registration form's HTML is captured by LeadToSheet, including custom fields you add through Helium's form builder for minimum order quantities, business references, or industry categories.
- How do I handle sensitive data like tax IDs in Sheets?
- Restrict access to the Google Sheet to authorized team members only. You can also use LeadToSheet's field exclusion rules to omit sensitive fields from the sheet if your compliance requirements prohibit storing them outside of Shopify.