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Integrations 5 minAugust 5, 2024

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.

google sheets integration automation leads

Need stakeholder buy-in fast? Export PerksMate leads into Google Sheets, layer custom formulas, then sync decisions back into the platform.

One-Time Setup

  1. Create a Supabase service role key with row-level security.
  2. Use Apps Script to call the /api/leads/discover endpoint.
  3. 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.

PM

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