Edward Financial Group asked us, “I’m looking to redirect contact and survey question answers to a google sheet. I want it to continue to go into the CRM but also to a separate google sheet. Can you show me how?”
“Zapier is going to be the best option for that; it’s an app that helps integrate two different softwares! Ryan has actually made several videos on exactly what you are trying to do – pulling contact info and survey answers from Agent CRM to a google sheet ?
You can sign up for a free account at zapier.com and then follow our Zapier training videos in chapter 11 of our Agent CRM training course here: https://www.branninglibrary.com/courses/agent-crm-training“