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.

đź“Ś 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.

  1. Go to Zapier.com
  2. Create a free account if you don’t have one

Step 2: Create a New Zap

  1. Click “Create a Zap” in your Zapier dashboard
  2. Choose “Agent CRM” as the Trigger App
  3. Select the Trigger Event:
    • If pulling contact info, choose “New Contact”
    • If pulling survey responses, choose “New Form Submission”
  4. Connect your Agent CRM account
  5. Select the specific form or contact trigger you want to use

Step 3: Set Google Sheets as the Action

  1. Choose “Google Sheets” as the Action App
  2. Select “Create Spreadsheet Row” as the Action Event
  3. Connect your Google account
  4. Choose your desired spreadsheet
  5. 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

  1. Run a test to ensure the data transfers correctly
  2. If everything looks good, turn the Zap on
  3. Now, every time a contact or survey is submitted in Agent CRM, the data will automatically populate your Google Sheet

đź“Ś 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:

Client Retention on Autopilot

 


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