The integration with GoogleSheets allows you to create new contacts, and update existing ones as well as share notes directly to Google Sheets from Stinto.
How do I set it up?
We have partnered with Zapier to allow you to integrate to Google Sheets easily and flexibly. With a Zapier account, you can use these templates to get started, but feel free to make the necessary adjustments to suit you.
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When a new Stinto contact is shared, a person is either updated if it already exists, or a new contact row is created in Google Sheets.
Note that you need to create your destination sheet beforehand, and map properties accordingly.
Use the 'Add new shared Stinto contacts to GoogleSheets template. -
When a shared Stinto contact is updated, the changes will also be updated in Google Sheets. If the email doesn't match a new contact is created.
Use the Update contacts in GoogleSheets, when contact is updated in Stinto template. -
When a new note is added to the shared Stinto contact, the new note is added to Google Sheets in the contact-specific worksheet.
Use the Add new note from a shared Stinto contact on contact in Google Sheets template.
You'll need to make a separate zap (workflow) for each of the above use cases, and make needed adjustments to the mapping of properties and to suit your needs.
For general guidance on how to manually set up integrations in Zapier, read this article: How to set up CRM integration with Zapier