This step-by-step guide will help you correctly set up an integration between Connecteam and Google Sheets. By the end of this article, you will be able to:

Before setting up your integration, it is important that you format your Google Sheet so it contains headers for you to push the information to. Below you can see that I have created a simple incident report with 3 fields:

Likewise, our Google Sheet contains a header for each of those fields.

Before setting up the Zap, submit a "dummy" form response, as it is needed to configure the new Zap.

Connect to your Zapier account and create a new Zap

Click on the trigger rectangle and select Connecteam

In the Setup tab, choose Trigger Event is "New Form Submission" and then connect your Connecteam account.

If this is your first time connecting to Zapier, you will be asked to enter your Zapier API key which can be acquired by clicking on your avatar at the top right > settings > API & Integrations and then generate your Zapier API Key to copy into Zapier.

Then return to Zapier and in the configure step, select the relevant Connecteam Form

Before testing the trigger, go to your Form and make sure that you have at least one submission. Then, click on the 'Test trigger' button. This will pull your latest submissions which is why we need at least one. Select one of the submissions made (this is crucial for setting the zap correctly) and click on 'Continue with selected record.

Now it's time to create our Action. To do so, click on the Action rectangle and search for Google Sheets.

Then, choose what action event you wish to take and connect it to your Google account. There are a lot of actions to choose from but in our case, we will create a spreadsheet row whenever a form is filled out.

Afterward, select your spreadsheet, choose what sheet you want the information to go to, and map your columns.

Then test your step and check your sheet. If you have done things correctly, the information should now show on your Google Sheet.

The final step is to publish your Form. Now every time a Form is submitted, it will appear on your Google sheet!

Some customers will want to push information to a specific sheet based on the answers in the Form. For instance, if someone answers one dropdown option, push it to one sheet and if someone answers another dropdown option push it to a second. This is possible with Zapier premium. Let's take a practical example.

In our case, if people answer that they belong to team Office, we want to push the information to an Office sheet and if people answer Field Team we want the information to go to the Field sheet. So how can we do that?

let's organize our Google Sheet to contain two sheets, one for the Office team submissions and one for the Field Team submissions and make sure the headers exist in both sheets.

Then, in Zapier we need to add a path that will allow us to create different conditions.

For Path A we will define that when the answer to "what team do you belong to" contains office, then proceed to the next step. For B when the answer to "what team do you belong" to contains Field Team, then proceed to the next step.

Publish your Zap just like before and moving forward, the information should transfer to the right sheet!

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