Exporting Survey Answers to Google Sheets

Why Export to Google Sheets?

• Exporting survey answers to Google Sheets allows you to easily analyze data, share results with team members, and create custom charts or reports outside of the CRM.

Step 1: Set Up the Workflow Trigger

• Navigate to Automation > Workflows and click 'Create Workflow'.
• Select 'Start from scratch'.
• Click 'Add New Workflow Trigger' and select 'Survey Submitted'.
• Click 'Add Filters', select 'Survey is', and choose your specific survey.
• Save the trigger.

Step 2: Add the Google Sheets Action

• Click the '+' icon to add a new action.
• Search for and select 'Google Sheets - Create Spreadsheet Row' (or use a webhook if using Zapier/Make).
• Authenticate your Google account if you haven't already.
• Select the Spreadsheet and Worksheet where you want the data to go.
• [IMAGE PLACEHOLDER: Google Sheets Action Setup]

Step 3: Map the Fields

• Map the columns in your Google Sheet to the corresponding survey fields in RevStackr.
• For example, map 'Column A' to 'Contact.Name', 'Column B' to 'Contact.Email', and 'Column C' to the specific survey custom field.
• Save the action, publish the workflow, and click Save.

Search Tags

• Tags: surveys, export, google sheets, integration, automation