Send Google Sheets Entries to Vtiger

Google Sheets to Vtiger Integration Guide

With Syncspace, you can automatically send new entries from your Google Sheets directly to your Vtiger audience—no coding or technical skills required. Your form data flows automatically from one platform to the other.
Just follow the steps in this guide, and your Gravity Form submissions will start showing up in vtiger automatically.

It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a Google Sheets and a Vtiger account.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure App Details

• Add your App Name
• Select vtiger from the Multiselect Dropdown

Step 4 Add your Vtiger URL , your Username and Access Key and first click Verify then Save

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown

• Choose Google Sheets

Step 7 Copy the Webhook URL generated for Google Sheets

Step 8 Select the Target App from the dropdown

• Choose vtiger

Step 9 Select the vtiger account you created earlier while setting up your app credentials.

Step 10 Choose the model for vtiger.

Step 11 Click on save and Map Fields

Step 12 Match your Gravity Form fields to Vtiger fields

Example: Name → First Name, Email → Email Address

Step 13 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

• Click Save and Activate, your space will be saved and activated automatically.

• Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 14 Go to the Action Column in your Space and click Activate your Space