Google Sheets Integration

Automatically sync lead data with Google Sheets using Apps Script for real-time data management.

Overview

The Google Sheets integration enables you to:

• Automatically send lead information to Google Sheets
• Maintain live spreadsheets of lead data
• Track lead interactions and activities
• Create custom reports and analytics

Video Guide

Part 1

Part 2

Watch our video guide for a detailed walkthrough of setting up the Google Sheets integration.

Setup Process

1. Prepare Google Sheet

• Open your target Google Sheet
• Access Extensions > Apps Script
• Clear any existing code
• Prepare sheet structure for data

2. Configure Apps Script

• Copy provided script code
• Update required variables:
  • WEBHOOK_URL: Your webhook URL
  • API_KEY: Your API key
  • SHEET_NAME: Target sheet name

3. Set Up Trigger

1. Click Triggers in left sidebar
2. Add new trigger:
   • Function: handleNewData
   • Event source: From spreadsheet
   • Event type: On edit
3. Save and authorize

4. Grant Permissions

• Accept permission requests
• Allow necessary access
• Verify script functionality

Script Configuration

The Apps Script handles:

• Data validation
• Error handling
• Automatic updates
• Custom field mapping

Best Practices

1. Data Structure

   • Use consistent column headers
   • Define data types clearly
   • Document field mappings

2. Error Handling

   • Implement logging
   • Monitor script execution
   • Handle edge cases

3. Maintenance

   • Regular testing
   • Update permissions
   • Monitor usage quotas

Troubleshooting

Common issues:

• Permission errors
• Script timeouts
• Data formatting issues
• API key problems

Next Steps

• Custom Field Setup
• Data Import Guide
• API Documentation