Google Sheets

Live

Send form, booking and lead details to a spreadsheet — automations append a row to a Google Sheet you authorized, with the columns you map.

Capabilities

  • Append a row from any automation
  • Authorize specific spreadsheets in Google's own picker
  • Worksheet and column mapping
  • Delivery receipt per row

Common Use Cases

  • Keep a client's lead log in the sheet they already share
  • Mirror bookings into a spreadsheet for a monthly report

How to Connect Google Sheets

  1. 01

    Open Settings → Integrations

    From your Zyan Admin workspace, open Settings → Integrations and pick the Google Sheets tile. The workspace owner or an admin connects it once for the whole workspace.

  2. 02

    Sign in with Google

    Authorize the Google account that owns the spreadsheets; the token is stored in your workspace vault, scoped to your tenant, and revocable from the same tile.

  3. 03

    Authorize the spreadsheets

    Pick the files Zyan may write to in Google's own picker; access is limited to those files.

  4. 04

    Add the row step

    In an automation, choose the spreadsheet, the worksheet and the value for each column.