Connect CiviCRM and Google Sheets to unlock the power of automation
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Set up your first integration
Quickly connect CiviCRM to Google Sheets with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CiviCRM with Google Sheets - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from CiviCRM.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects CiviCRM and Google Sheets, automating your workflow.
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Frequently Asked Questions about CiviCRM + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CiviCRM and Google Sheets
How can I integrate CiviCRM with Google Sheets using Zapier?
You can integrate CiviCRM with Google Sheets by setting up a Zap that connects the two apps. Our platform allows you to define specific triggers like 'New Contact in CiviCRM' which can then prompt actions in Google Sheets such as 'Create Spreadsheet Row'. This way, every time you have a new contact, it can automatically be added to your Google Sheet.
What kind of triggers are available for this integration?
Triggers available for integrating CiviCRM with Google Sheets include options like 'New Contribution' or 'Updated Contact'. These triggers allow automated actions in your connected Google Sheets, such as updating existing rows or creating new ones based on CiviCRM activity.
Can I use this integration to update existing rows in Google Sheets?
Yes, you can set up your Zap to update existing rows in Google Sheets. For instance, when a contact's information in CiviCRM is updated, our integration allows the corresponding row in your spreadsheet to be automatically updated as well.
Is it possible to filter data before sending it from CiviCRM to Google Sheets?
Indeed, we provide filtering options that let you specify conditions under which data should be sent from CiviCRM to Google Sheets. This means you can automate the process only when certain criteria are met, enhancing control and efficiency.
What actions can be performed in Google Sheets through this integration?
Through our integration, actions like 'Add Row', 'Update Row', and even 'Search for Specific Data' in sheets are supported. This makes keeping your spreadsheets synchronized with real-time data from CiviCRM straightforward and hands-free.
Are there any pre-defined templates for common use cases?
We offer several pre-defined Zap templates that cover common use cases like automatically adding new contributions or contact details from CiviCRM into a prepared sheet format on Google Sheets. These templates simplify the setup process significantly.
How do I handle errors during the synchronization process?
If an error occurs during synchronization between CiviCRM and Google Sheets, our platform provides detailed logs and alerts that help diagnose and resolve issues quickly. You can configure notifications for failed tasks so corrective actions are taken promptly.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Update Participant
Triggers when a participant is updated.
Try ItTriggerInstant - Create or Update Email
Add a new email on a contact or update an existing one based on the provided ID.
ActionWrite - Add Contact to Group
A contact can either be "Added" "Removed" or "Pending" in a group. CiviCRM only considers them to be "in" a group if their status is "Added".
ActionWrite
- Create Membership
Triggers when the membership is created.
Try ItTriggerInstant - Create or Update Contact
Create a new contact or update an existing one based on the provided ID.
ActionWrite - Assign Tag to Contacts, Activities, Etc
EntityTag - links tags to contacts, activities, etc.
ActionWrite - Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling
