Integrations: Google Sheets

A step-by-step guide to integrating Google Sheets with GroupTrack CRM.

Table of Contents

• Introduction
• What is Google Sheets Syncing?
• What You Can Do with Google Sheets Integration
• How to Set Up Google Sheets Sync
  • Before You Begin
  • Step 1: Access the Integration Settings
  • Step 2: Configure the Integration
  • Step 3: Customize Sync Options
  • Step 4: Finalize Setup
• Why This Process is Important
• Additional Resources

Introduction

Purpose

Integrating Google Sheets with GroupTrack CRM allows you to sync contact data, stages, tags, and more between GroupTrack and a Google Sheet. This guide will walk you through the process of connecting your Google Sheets account to GroupTrack CRM and customizing your sync preferences.

What is Google Sheets Syncing?

Google Sheets syncing enables you to:

• Automatically sync contact information, stages, and tags from GroupTrack to a Google Sheet.
• Maintain an organized, easily accessible record of your GroupTrack data in spreadsheet format.
• Track group member activities and information in a format that’s simple to share and analyze.

What You Can Do with Google Sheets Integration

With Google Sheets integration, you can:

• Sync contacts from GroupTrack to a Google Sheet.
• Automatically populate contact stages, tags, and contact information into your Google Sheet.
• Sync answers to group request approval questions directly into your Google Sheet.
• Keep track of contact activity in an organized and customizable format.

How to Set Up Google Sheets Sync

Before You Begin

To set up syncing with Google Sheets, you'll need:

• A Blank Google Sheet:

  Create a new, blank Google Sheet in your Google account. Make sure it has no formatting or headers applied.

• Permissions:

  Ensure that GroupTrack has Editor Access to your Google Sheet by adjusting the sharing permissions.

• In GroupTrack, go to Settings > Integration Connections

• Click +New Connection to setup your Google Sheets integrations

• In the sidebar menu:
  • Select Google Sheets from the drop down list of systems
  • Give your integration a name

• Paste the link to your new, blank, Google sheet in the box and click the button to Authorize Google Sheets

• Google Authentication:

  You’ll be asked to authorize your Google account and allow GroupTrack to read and write to the provided Google Sheet.

• Click the Continue button when it is done authorizing your Google account

You should see your new integration on the Integration Connections page

Integrate Your Pipeline

Step 1: Access the Integration Settings

• Open GroupTrack CRM:

  Log in to GroupTrack CRM and navigate to the pipeline you want to add the integration to. Each pipeline can have its own independent integration.

• Click on the "Integrations" Tab:

  From the menu at the top, click on the "Integrations" tab.

• Start Adding the Integration:

  Click "+Add Integration"

Select Your Integration from the dropdown list of integration connections

Scroll down to the bottom and click "Verify & Continue"

Once your sheet has been verified, click "Continue"

Click "Finish" to complete your integration

Finalize Setup

• Run an Full Sync:

  If you have existing contacts in the pipeline, you can initiate a full sync by clicking on the three dots next to your integration and selecting the "Run Full Sync" option

Populate Headers:

• GroupTrack will automatically create the necessary headers in your Google Sheet based on the data being synced. It’s important not to modify or format these headers, as it may disrupt the sync process.

Why This Process is Important

Syncing Google Sheets with GroupTrack CRM gives you an external, customizable view of your contact data, stages, and tags. Having this data in a Google Sheet allows for easier sharing, analysis, and offline access, giving you more control and flexibility over your CRM data.