Google Sheets
Every lead from a group flows directly into your Google Spreadsheet, with no manual exports.
Setup
- Create a Google Sheet (or use an existing one)
- Go to My Groups → Settings on a group and open the Sheets & integrations tab
- Copy the GroupCRM service account address shown on the tab
- In your sheet, click Share and give that address Editor access
- Paste your Google Sheet link (it starts with
https://docs.google.com/spreadsheets/) - Click Verify
Nothing is written until the sheet is verified. If you change the link later, click Verify again.
When rows are added
| Mode | Rows are added |
|---|---|
| Lead saving only | Every new lead, as soon as it is captured |
| Lead saving + auto-approve, "Add leads to the sheet as soon as they request to join" on (default) | Every new lead, as soon as it is captured |
| Lead saving + auto-approve, that setting off | Only members GroupCRM approves |
Each member is added once.
Data columns
GroupCRM writes to the tab named Sheet1 and adds a header row if the sheet is empty:
| Column | Description |
|---|---|
| Name | Member's Facebook name |
| Extracted from membership answers (if found) | |
| Phone | Extracted from membership answers (if found) |
| Group | Group name |
| Status | Pending, approved or declined when the row was written |
| Lead Score | 0 to 100. See lead score |
| Profile URL | Link to the member's Facebook profile |
| Requested At | When they requested to join |
| Approved At | When they were approved (if approved) |
| Declined At | When they were declined (if declined) |
| Answers | Membership questions and answers |
Per-group sheets
Each group can connect to a different spreadsheet. Set the sheet link in that group's Sheets & integrations tab.
Troubleshooting
Verify fails
- Make sure the sheet is shared with the service account address as Editor. "Anyone with the link" sharing is not enough
- Copy the sheet link from your browser's address bar
- If your Google Workspace blocks sharing with outside accounts, ask your Workspace admin or use a personal Google account
Data not appearing
- Confirm the sheet shows Verified in the group's settings
- Keep the first tab named Sheet1
- Check the group isn't set to Off
- In auto-approve mode with "as soon as they request to join" off, rows only appear after approval
More fixes in Troubleshooting.
Related
- Lead Capture: how emails and phones are extracted
- Webhooks: send data to other apps