How to integrate Client Genie with Google Sheets & Zapier
You can integrate Client Genie with Google Sheets so that any group members you approve using Client Genie will have their information automatically sent to a pre-formatted Google Sheet (see columns below) of your choice.
- Date Added
- First Name
- Last Name
- Email Address
- User ID
- Q1 Answer
- Q2 Answer
- Q3 Answer
- Messenger URL
- Approved By
- Invited By
- Lives In
- Agreed To Group Rules
- ID
- Tags
- Notes
- Phone Number
The video below explains how to integrate Client Genie with Google Sheets:
The Google Sheet integration allows for almost limitless (and advanced) integrations through 3rd party automation platforms like Zapier. The video below explains how to configure the Google Sheet integration with Zapier to send group member information to Kajabi.