Original Question:
Edward Financial Group asked:
“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?”
Answer:
Yes! You can automatically sync contact and survey responses from Agent CRM to Google Sheets using Zapier, a tool that integrates different software platforms.
📌 Follow this guide to set up the automation
Step 1: Sign Up for Zapier
Zapier allows Agent CRM to communicate with Google Sheets in real-time.
- Go to Zapier.com
- Create a free account if you don’t have one
Step 2: Create a New Zap
- Click “Create a Zap” in your Zapier dashboard
- Choose “Agent CRM” as the Trigger App
- Select the Trigger Event:
- If pulling contact info, choose “New Contact”
- If pulling survey responses, choose “New Form Submission”
- Connect your Agent CRM account
- Select the specific form or contact trigger you want to use
Step 3: Set Google Sheets as the Action
- Choose “Google Sheets” as the Action App
- Select “Create Spreadsheet Row” as the Action Event
- Connect your Google account
- Choose your desired spreadsheet
- Map the Agent CRM fields to the corresponding columns in Google Sheets (e.g., Name, Email, Phone, Survey Answers)
Step 4: Test & Activate Your Zap
- Run a test to ensure the data transfers correctly
- If everything looks good, turn the Zap on
- Now, every time a contact or survey is submitted in Agent CRM, the data will automatically populate your Google Sheet
📌 For a full step-by-step tutorial, check out our Zapier training videos:
👉 Agent CRM + Zapier Training (Chapter 11)
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these blog posts:
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one:
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