I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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Creating a Dubsado and Google Sheets integration can be a GAME CHANGER for your business! Do you love using Dubsado questionnaires to capture client info, but hate that you can’t export all client data into a single place? Yea, me too!
Because I often go, full geek, I’ve found some creative ways to use Dubsado’s features to best support my biz, and track data where I need it most – this includes finding creative ways to integrate Dubsado and Google Sheets. I like to use a questionnaire to gather client feedback/testimonials, but not being able to export the data or throw it into a spreadsheet with all my other metrics, was a pain.
I came up with a way to get the data submitted in my testimonials questionnaire, into my KPI tracking Google Spreadsheet using a combination of Project Mapped fields and Zapier!!
If you didn’t know, project mapped fields can be zapped to a spreadsheet row, you’ve just gotta know when to zap em!
Within my Dubsado workflow, once a client submits that testimonial form, I have the project status change to “Past Clients” – that’s my trigger for Zapier to know that I want it to take action.
I recorded a quick video for a Dubsado Community Member recently, check out below:
During a 90-minute Systems Strategy session, we can build out your Google Sheets (or even Airtable!) integration live on the call! You will walk away with a ready-to-use tracking mechanism to report on a new lead or client data.