Add a Google Sheets action to quickly connect to your CRM and automatically lookup or sync records.
For Google Sheets 3 different actions can be used for any record:
Lookup Row
Add Record
Update Row
1️⃣ Lookup
If you want to:
Lookup whether an object exists (this could be an account, lead, etc).
Lookup the information of an object in Google Sheets
Expand this to see the set up!
Lookup Record
For Lookup Record, you need to select:
A value to look up
And a "Search For" column - this is a column mapped from your Clay table
🚨 We default to a contains search. This means - if you were searching for a company called "Clay", we would return a match even if the company name found was called "Clay Labs".
If you want to restrict results to only exact matches, simply toggle on "Exact Match?"
This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.
2️⃣ Add Row
If you want to:
Add a new record to a Google Sheet.
Expand this to see the set up!
Create Record
For Add Row you need to first choose the sheet you want to add a row to. After mapping the initial input, you'll see all of the properties you have in your Google Sheet instance below.
Just click on the property you want to add info to, type "/", and select a column from your table.
This action is particularly helpful if you want to take the information you've found in Clay and quickly append corresponding records in Google Sheets.
3️⃣ Update Row
If you want to:
Update an existing record (this could be an account, lead, etc).
Expand this to see the set up!
Update Record
After mapping the initial input, select the type of record you want to update and map your Clay columns to the Google Sheets properties.
