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How to connect Google Sheets with FiveStreet
Google Sheets / FiveStreet
Documentation

Connect Google Sheets to FiveStreet with LeadsBridge

Google Sheets » FiveStreet

In this article, you'll learn how to set up the bridge and connect Google Sheets to FiveStreet using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Google Sheets source

  1. Type in the name you'd like to call your integration
  2. Click on the Authorize button
  3. Login to the account you'd like to use
  4. Allow LeadsBridge to access your Google Sheets information
  5. Once done you'll be taken back to the bridge with a blue info success message
  6. Select the segment you'd like to use as the source for your leads
  7. Click on the Next button

Step 3: Setup your FiveStreet destination

  1. Type in the integration's name in the dedicated field
  2. Enter CRM Import Email where you want to send your leads
  3. The email address where leads should be sent so they're automatically added to FiveStreet, it's usually a dedicated email. To obtain the email address you should reach out to FiveStreet customer support and ask for it.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Google Sheets to FiveStreet with LeadsBridge, do not hesitate to contact our Support!