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Sheets Integration

This section includes articles related to integrating Google Sheets with the Click2Mail CRM Hub.

  • Pull the Trigger - Google Sheets Integration

    After you create your job template and integration, you can begin adding rows to your Google Sheet.  After rows have been added, enter Ready for C2M to pull the trigger and create a mailing via the Hu...

  • Formatting the Google Sheet

    The Google Sheet you integrate with the Click2Mail CRM Hub must include three fields with specific header names. These fields are: 1. C2M Status - You will enter READY FOR C2M in this field when you w...