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Google Sheet Workflow

Add or update companies and their properties in your Google Sheet

Updated over 2 weeks ago

Summary -

For users who don't use either Hubspot, Salesforce or the Zoho CRM, Google Sheets is a good option to manage leads, customers and prospect data. Factors AI can add accounts and their relevant data to Google Sheets automatically using the workflows feature.

In this document, we will cover the following -

  1. Navigating to the workflow templates

  2. Integrating with your Google Account

  3. Setting up a Google Sheet workflow & monitoring
    ​


Navigating to the workflow templates -

Head over to the workflows section under automations and click on the 'New Workflow' button

You will now see a list of available workflows as per your plan - go ahead and search for Google Sheet in the search panel


Select the card which says "Add or update row in a Google Sheet" and click on 'Use this workflow' button to start setting up your workflow

Integrating with your Google Account

In the first section of the setup, you need to define the trigger criteria of your workflow. You can choose:

  • Performs an event – Runs when a company performs a specific event.

  • Enters a segment – Runs when a company enters a defined segment.

  • Exits a segment – Runs when a company leaves a segment.

For performs an event, you can choose an event based trigger where your workflow will trigger for events like website visit, G2 page view, blog page view, LinkedIn Ad view etc.

For enter the segment & exit the segment, you may have an existing segment with a complex definition and would like to trigger this workflow whenever an account enters / exits this segment


Once the trigger is defined, click on the 'Configure Action' button. You can now connect your Google Account which owns the Google Sheet you wish to integrate with

Setting up a Google Sheet workflow & monitoring

after authenticating your Google account, you can now setup the workflow. First, select the spreadsheet id of the Google Sheet where you want to send the data.

The sheet id can be found from the URL of the spreadsheet which is shown in the following format :

https://docs.google.com/spreadsheets/d/<SHEET_ID>/edit#gid=0

After entering a valid sheet id, you will be shown another drop-down for the specific sheet where you want to add the data

Map the relevant Factors properties with respective Google Sheets column headers

Validation: Ensure your Google Sheet has a column header exactly named domain (case sensitive).

  • ✅ Correct: domain

  • ❌ Incorrect: Domain, DOMAIN

This column can be in any position (A–Z), not necessarily the first.

FAQs

  1. Does the Google Sheet need a specific column structure?
    Yes:

    • You must have a column header called domain (case sensitive).

    • Other columns should match the property names you map in Factors exactly.

  2. Is the domain column always required?
    Yes. Factors automatically sends the domain for each company, and it’s mandatory for proper identification in your sheet.

  3. Does the domain column have to be the first column?
    No. The domain column can be anywhere (A–Z) in your Google Sheet.

  4. How do I find the Google Sheet ID?
    It’s the part of the Google Sheet URL after /d/ and before /edit. Example:
    ​https://docs.google.com/spreadsheets/d/<SHEET_ID>/edit#gid=0

  5. Can I send data to multiple Google Sheets in the same workflow?
    No. Each workflow is linked to a single Google Sheet. You can create multiple workflows for different sheets if needed.

  6. Can I map multiple Factors properties to the same column?
    No. Each column in Google Sheets should map to a single property in Factors.

  7. What happens if the column name in Google Sheets doesn’t match the mapping?
    The data for that property will be populated in the latest column without any headers

  8. What events can I select for the trigger?
    You can choose from events across platforms like your website, LinkedIn, G2, etc., depending on the tracking set up in Factors.

  9. Will this workflow overwrite existing data in Google Sheets?
    Yes, in case the workflow is triggered for the same domain multiple times, the data will be overwritten and updated to avoid duplicate companies

  10. How often will the data sync to Google Sheets?
    The sync happens in near real-time whenever the trigger condition is met. For enters / exits a segment condition, these events happen once every 2 hours and these triggers will be happening in bulk

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