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(Auto)export CRM and calendar data to Google sheets
(Auto)export CRM and calendar data to Google sheets
Updated over a week ago

To streamline the process of exporting specific events related to your CRM properties, we recommend utilizing the G-sheets sync feature.

This function allows you to easily filter events based on your preferred CRM properties and automate synchronization with your Google Drive. Here are the steps to follow:

  1. Navigate to any of "Events" page.

  2. Click on the “More actions” button located beside the “Filter”.

3. Select the desired columns that you want to include in the Google sheets and enable the "Tags and Properties" field.

4. Click the "Save" button to store the filters and data fields as a separate template.

5. Proceed to the "Workflow" section, and create a new G-sheets sync. Click here to know more about G-sheets sync workflow.

That's it! Your G-sheets sync is now activated, and you will receive the selected data exported to your Google Drive at the specified intervals.

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