Google Sheets WhatsApp Integration Explained (Sheetify CRM)

What is Google Sheets WhatsApp integration?

Integrating Google Sheets with WhatsApp typically involves using an Apps Script and API.

But thanks to Sheetify CRM, you can seamlessly call and message your clients through WhatsApp directly through Google Sheets!

If you’re a Google Sheets user and use WhatsApp to communicate with your business clients, you don’t want to miss this.

What is Google Sheets WhatsApp integration? Sheetify CRM

Sheetify CRM aims to simplify your workflow by integrating essential communication tools like WhatsApp directly into Google Sheets.

This is possible thanks to the Sheetify CRM built-in integrated Apps Script that links WhatsApp with Google Sheets.

The Google Sheets WhatsApp integration essentially allows you to convert phone numbers listed in Sheetify CRM into actionable call buttons within Google Sheets.

As a result, you can effortlessly call or text your contacts and leads with just a couple of clicks directly from the Sheetify CRM interface.

This saves you valuable time and makes your workflow more efficient!

Wave goodbye to constantly switching between your CRM system and various communication apps to contact your clients.

With this Google Sheets WhatsApp integration (known as the call and message feature within Sheetify CRM), you can streamline your business communications with minimal effort.

Better yet, the Sheetify CRM Google Sheet call and text integration also works with iMessage and Google Voice.

All that's required is your Sheetify CRM template and an active account on Google Voice or WhatsApp.

So, how can you use the Google Sheets WhatsApp integration?

How to use Google Sheets WhatsApp integration (Sheetify CRM)

Sheetify CRM is a comprehensive small business tool that transforms your Google Sheets spreadsheet into a fully functional CRM.

And with the Google Sheets WhatsApp integration, you can conveniently communicate with your clients through WhatsApp (and other platforms) directly from your spreadsheet.

Here's a simple guide on how to use the Sheetify CRM Google Sheets WhatsApp integration:

• Purchase, download, and set up your Sheetify CRM template.
• In the 'Contacts & Leads' sheet, input your contacts' phone numbers, names, and other relevant details.
• Select the cell that contains the phone number you wish to call.
• Click 'Sheetify > Call & Message' in the top menu bar.
• Choose ‘Send WhatsApp’.
• Log in to (or set up) your WhatsApp account.
• Call or message your contact straight from this interface!

And that’s it! As you can see, Sheetify CRM makes calling or texting via Google Sheets and WhatsApp straightforward and hassle-free.

This process is the same for calling or texting on Google Voice or iMessage.

However, you must click ‘Call Via Google Voice’ or ‘Send SMS’ instead of ‘Send WhatsApp’ from the drop-down list.

For a comprehensive video tutorial on this process, click here.

Sheetify CRM tools and features

Sheetify CRM offers a range of innovative features and tools that eliminate the need for your small business to invest in third-party apps for managing customer-related activities.

These features include: 

• Contact, lead, and task management.
• Sales pipeline and tracking.
• Invoice and quote creation and monitoring.
• Customer lifetime value management.
• Issue and ticket handling.
• Inventory management.
• Transactions overview.

With Sheetify CRM, you can turn a single Google Sheet into a powerful tool that efficiently handles your contacts, leads, sales, customer issues, inventory, tasks, and more.

And for teams dealing with large volumes of data, the Sheetify CRM 'Add new record' and 'Scroll down' feature enables quick access to your most recent entry with just one click.

Additionally, Sheetify CRM integrates Google Sheets with various Google Apps through different App Scripts, creating an even more full-featured small business CRM suite.

Currently, Sheetify offers an extensive range of functionalities, including:

• Email marketing directly from Gmail.
• Integration with Google Tasks for managing sales and client tasks.
• Lead capturing using Google Forms.
• Automated invoice and quote generation using Google Forms and Docs.
• Tracking of customer interactions through notes.
• Direct calling and messaging capabilities via Google Voice, WhatsApp, and iMessage.

Additionally, Sheetify CRM features a dynamic performance dashboard with critical business data metrics such as:

• Sales achievements by specific team members.
• Tracking of items based on their status.
• Insights into team performance and sales.
• Best-selling products or services of all time.
• Analysis of monthly sales revenue.

These dashboards can be customized and saved as reports, which you can then email to yourself or your team.

Read more about Sheetify CRM’s complete list of tools and features here.

What's more, Sheetify CRM offers customizable services!

Whether you're looking to add specific features, automations, or other types of customization, get in touch to find out how Sheetify CRM can help you.

I hope you’ve found this article informative or useful!