How To Connect Google Sheets Together? (Automate Data Flow)

If you’re looking to connect and automate your workflows and data between Google Sheets spreadsheets, the answer is simple: Sheetify Flow.

Sheetify Flow is the easiest way to automate your data flows between spreadsheets.

To connect your Google Sheets together using Sheetify Flow:

1. Install and authorize the Sheetify Flow add-on.
2. Add your Sheetify business toolkit URLs.
3. Enable the automation type.
4. Enable each individual automation.

And that’s it! Once connected, Sheetify Flow syncs your sheets together to automate your data between all three Sheetify CRM Google templates.

Click here for an in-depth visual guide explaining how to connect your Google Sheets together using Sheetify Flow.

Now that you know Sheetify Flow is the most effective way to connect your sheets, let’s walk through how to set it up so you can start automating your data flows.

Before you begin: you’ll need at least two Sheetify toolkits installed (for example, Sheetify CRM + Sheetify Projects). 

If you haven’t picked up your toolkits yet, you can grab them here and then return to this article once you’re ready to connect!

Before you can connect your Google Sheets templates together, you must install the Sheetify Flow add-on. To do that:

1. Open one of your Sheetify Google Sheets templates (can be any one of the three Sheetify templates).
2. Click the small arrow on the right to open the Google Apps sidebar.
3. Select the ‘+’ icon.
4. Search for ‘Sheetify Flow’ within the Google Workspace Marketplace.
5. Click ‘Install’ and select the correct Google account (the one linked to your toolkits).
6. Simply accept the permissions, then hit ‘Allow’.
7. Refresh your spreadsheet.
8. Go to ‘Extensions > Sheetify Flow > Show Sidebar’ to open the add-on.

Now, you must copy and paste the URL of each active Sheetify CRM toolkit into the Sheetify Flow sidebar. Here’s how you can do it:

• Open each of your Sheetify toolkits (CRM, Projects, Bookkeeping, etc.).
• Copy the URL for each toolkit from the browser.
• In the Sheetify Flow sidebar, go to ‘Settings’.
• Paste each URL into its matching field (e.g., for ‘CRM URL’, paste your CRM URL).
• Click ‘Save URLs’ when you’ve added all relevant toolkits.

With your toolkits connected, it’s time to switch on Sheetify Flow’s built-in automations! To do that, follow these easy steps below:

• For Sheetify CRM: Go to ‘Extensions > Sheetify Flow > Show Sidebar > Settings > Activate CRM’.
• For Sheetify Projects: Repeat the steps above, but choose ‘Activate Projects’.

Note: There are no outbound Sheetify Bookkeeping automations (yet!), so you don’t need to activate the automations feature for Sheetify Bookkeeping.

And now you just need to activate individual automations! To do this:

• Head back to the Sheetify Automations panel inside the sidebar (within any Sheetify Google Sheets template).
• You’ll see a list of ready-to-use automations. 
• Simply click ‘Enable Automation’ next to the ones you want to turn on and use.
• And that’s it! You’ve officially linked your Sheetify CRM, Projects, and Bookkeeping toolkits through Sheetify Flow.

From now on, specific updates in one template will automatically sync with the others, eliminating the need for manual copying and pasting!

With Sheeify Flow switched on, your business runs smoother, stays organized, and keeps your data moving exactly where it needs to be at all times.

Read more: Everything you can do with Sheetify CRM.

Sheetify Flow is the missing link that ties all your Sheetify toolkits (CRM, Bookkeeping, and Projects) into a single, seamless, automated system within Google Sheets.

Instead of juggling multiple spreadsheets or copying data back and forth, Sheetify Flow essentially handles all the heavy lifting for you. All for free!

Basically, the moment something changes in one toolkit, Sheetify Flow automatically updates the relevant data in your other Google Sheets spreadsheets. 

With five ready-to-use automation triggers (and more coming soon), Sheetify Flow helps you streamline workflows, reduce mistakes, and ultimately save hours of manual work!

Think of it as your free invisible operations assistant, quietly running in the background, making sure your business stays in sync and on track across the board.

Read more: What is Sheetify Flow?

The key features of Sheetify Flow are:

• Link all your Sheetify toolkits together seamlessly.
• Sync sheets instantly through a simple URL connection.
• One-way sync for clean, controlled data transfers.
• Flexible automations you can turn on or off anytime.

As you can see, Sheetify Flow is truly the glue that unites all your Sheetify business toolkits into one complete, stress-free system.

So, are you ready to stop copying and pasting and start automating your data flows? Try Sheetify Flow today!