A Comprehensive Guide to Using Clay's New Google Sheets Integration
Today, we're going to walk you through how to use Clay's new Google Sheets integration - the 'Look up, Add or Update Row in Google Sheet'. This feature allows you to examine a specific column in your Google Sheet, add new rows if they're not present, and update existing rows if there's new information from your Clay table.
Step 1: Introduction to Clay's Google Sheets Integration
Clay's new Google Sheets integration is designed to help you work more efficiently with your data. The integration connects your Clay data with Google Sheets, allowing you to check, add, and update rows seamlessly.
Step 2: How to Set Up the Integration
Setting up this integration involves a series of straightforward steps:
Connect Google Sheets Account: Ensure your Google Sheets account is connected with Clay.
Add Spreadsheet URL: Paste the Google Spreadsheet URL in the designated field.
Set Sheet Name: In the next field, enter the name of the sheet you're working with, for instance, "Sheet 1".
Look Up Column: Specify the column you want to look up, such as the 'Company Title'.
Add Lookup Value: Assign the corresponding Clay column to the lookup value.
Permission to Add New Rows: If no existing rows are found, enable Clay to add new ones.
Map Columns: Proceed to map each column from your Clay table to their corresponding fields in the Google Sheet for both 'Add' and 'Update' actions.
Save Changes: Don't forget to save your changes before you proceed.
Step 3: Running the Integration
Once the setup is complete, you can run the integration. For instance, you can opt to run it for the first 10 rows to accelerate the process. You'll notice that a new row gets added within a few seconds.
Step 4: Check the Results
Head over to your Google Sheets to confirm the changes. The rows from your Clay table should now appear in your Google Sheet, ensuring your data is synchronized across both platforms.
And there you have it! You've now learned how to use Clay's new Google Sheets integration to simplify and streamline your data management. This feature empowers you to maintain an up-to-date and synchronized dataset across your Clay table and Google Sheets.
Happy prospecting, and keep an eye out for more updates and features from Clay to further enhance your data management processes.