1. Access Your CRM
Log in to your CRM platform where you manage your customer data.
2. Navigate to Integrations
Go to the CRM’s settings and find the “Integrations” section.
3. Connect to Google Sheets
Select Google Sheets from the list of available integrations.Click on “Sign in with Google” and authorize access if prompted.4. Prepare Your Google Sheet
Open Google Sheets and create a new spreadsheet.Add headers such as Name, Email, Phone Number, and Investment Amount.Format the headers by centering the text, making them bold, and adding borders for clarity.5. Set Up Data Triggers
In your CRM, go to the workflow or automation section.Choose a trigger event, such as “Appointment Booked” or “Form Submitted.”6. Define the Trigger Conditions
Specify conditions for the trigger, like selecting a specific calendar for booked calls.
7. Select the Google Sheet
In the automation settings, choose the connected Google account.Navigate to “My Drive” and select the prepared spreadsheet.Choose the appropriate worksheet (e.g., Sheet1).8. Map CRM Fields to Sheet Columns
Assign CRM fields to the corresponding Google Sheets columns:
- Name → Column A
- Email → Column B
- Phone Number → Column C
- Investment Question → Column D
9. Activate the Automation
Save the automation settings.Turn on the automation to start transferring data when triggers occur.10. Set Up Sales Conversion Automation (Optional)
Create a new automation for when a sale is made.Choose a trigger like “Order Form Submitted” and select the relevant funnel or page.11. Lookup and Update Spreadsheet Rows
Configure the automation to search for the customer’s email in the Google Sheet.Update the specific row to mark the lead as “Converted” and add any additional details like sale value.12. Finalize and Test
Save all automation settings.Test the setup by booking a call or making a sale to ensure data is correctly added and updated in Google Sheets.