Google Sheets + EngageBay Integration

Query from EngageBay into Google Sheets or Post data from Google Sheets into EngageBay

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, Zendesk, etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is EngageBay?

EngageBay is a simple, affordable, all-in-one marketing, sales & helpdesk platform with free CRM built for entrepreneurs and small businesses. EngageBay helps small businesses market like Fortune 500.

EngageBay to Google Sheets: Use Case(s)

> Pull data from EngageBay objects and store it into a spreadsheet - Query

> Push data from spreadsheet to EngageBay - Post


Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & EngageBay?

Setting up EngageBay in Sheet Director

Choose App and Service:

EngageBay Configuration

To get API Key

EngageBay to Google Sheet - Query


Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to EngageBay - Post


Source Sheet

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the count of number of records posted successfully and failed to post.

Google Sheet to EngageBay - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in EngageBay.

Conflict Resolution: 

EngageBay Wins: Latest data from EngageBay will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in EngageBay.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

EngageBay Wins

Sample Output

Google Sheet Wins

Sample Output