Sync PerksMate Leads with Google Sheets for Fast Experiments
Growth teams love spreadsheets. Learn how to push AI-discovered leads into Sheets, run quick filters, and pipe updates back to the CRM.
Need stakeholder buy-in fast? Export PerksMate leads into Google Sheets, layer custom formulas, then sync decisions back into the platform.
One-Time Setup
- Create a Supabase service role key with row-level security.
- Use Apps Script to call the
/api/leads/discoverendpoint. - Map columns:
company,role,fit_score,next_step.
Sheet Formula Ideas
=FILTER(A:F, C:C>=80)to show hot leads.=UNIQUE(D:D)to count industries.=ARRAYFORMULA(IF(E:E="", "Send via agent", E:E))to auto-assign actions.
Write Back to PerksMate
Whenever a marketer tags "VIP" in Sheets, Apps Script hits the CRM API to update lead_tags so agents prioritise those contacts.
Bonus: Publish the sheet as a view-only link for execs who want quick visibility without logging into the app.
Frequently Asked Questions
Is syncing secure?+
Yes when you keep the service key server-side or use a proxy Cloud Function. Avoid pasting secrets directly in Sheets.
How often should we refresh?+
Schedule the script hourly or trigger it after each Describe → Discover run to keep Sheets current.
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