Google Sheets Integration Requirements

This guide will help you set up Google Sheets and a service account to receive leads.

1. Open Google Sheets (https://docs.google.com/spreadsheets/).

2. Create a new sheet and give it a meaningful name.

3. Set up the required columns:

   • Add the following columns exactly as listed, with their names in the first row.

   • The table structure should be as follows:

❗Do not change the column names or their order, as this will break the integration.

4. Copy the spreadsheet ID from the URL (the long string between /d/ and /edit). You'll need it later.

1. Go to Google Cloud Console (https://console.cloud.google.com/).

2. Select or create a new project.

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3. Enable Google Sheets API

   3.1 Navigate to API & Services → Enabled APIs & services.

   

   3.2 Click "Enable APIs and services"

   

   3.3 Search for "Google Sheets API"

   

   3.4 Click "Enable"

   

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4. Create Credentials

   4.1 Navigate to API & Services → Credentials.

4.2 Click Create Credentials → Service Account.

4.3 Fill in the details and click Create & Continue.

4.4 Assign the Editor or Owner role (so it can edit the sheet).

4.5 Click Done.

1. Go back to your Google Sheet.

2. Click Share (top-right corner).

3. Add the email of your service account (it looks like something@project-id.iam.gserviceaccount.com).

4. Set the permission to Editor.

5. Click Send.

1. In Google Cloud Console, go to API & Services → Credentials.

2. Find your service account and click on it.

3. Go to the Keys tab.

4. Click Add Key → Create new key.

5. Save the JSON file on your device (it will download automatically).

• SHEET_ID: The spreadsheet ID you copied earlier from the URL.

• AUTH_EMAIL: The email of your service account (e.g., something@project-id.iam.gserviceaccount.com).

• JSON File.

🛠Once these details are provided, the Integrations team will proceed with setting everything up in the CRM.