How to record interactions with Sheetify Google Sheets CRM?
The Record Interactions feature in Sheetify CRM can help you effectively manage and record conversations and interactions with your contacts, leads, and customers.
So, how can you record interactions with Sheetify Google Sheets CRM?
- Select the ‘Contact & Leads’ sheet within your Google Sheets CRM.
- Click the contact name of the person you’ve just interacted with (via phone call, text message, email, etc.).
- Select ‘Sheetify > Add Interaction’ from the top menu.
- In the pop-up box, type a description or note about your interaction with the Contact/Lead (e.g., what did you discuss?)
- Select ‘Yes’.
- This will generate a new sheet named ‘Interactions.’
- Click on this sheet to view the interaction you just recorded.
As you can see, Sheetify CRM automatically adds a time stamp to the interaction so you can easily remember when you logged the record.
Plus, the Google CRM template instantly pulls relevant contact data from the ‘Contact & Lead’ sheet into the ‘Interaction’ sheet.
This means that the contact and account names (in addition to the interaction note and timestamp) will automatically appear within the newly created Interaction sheet.
Additionally, you can manually add an interaction within the Interaction sheet if you like.
However, that’s how you can easily record interactions with Sheetify Google Sheets CRM!
Thanks to the built-in Apps Script and integrated formulas, this process involves hardly any manual work.
With Sheetify CRM, you can record every single interaction you have with your customers in just a few clicks.
How impressive is that??
Check out this video guide for an in-depth walkthrough of how to record interactions with Sheetify.
Why record interactions with Sheetify Google Sheets CRM?
We created Sheetify CRM as we felt it was important for small teams to organize and record all their customer-related information in one centralized location.
This, of course, includes all interactions and conversations you have with your customers via phone call, messenger, text, email, or in person.
These detailed records are a key component in managing client relationships effectively, as they can capture important details that Sheetify CRM doesn’t already automatically log.
And by tracking contact interactions through personalized notes, you create a readily accessible reference for future conversations!
Basically, when it's time to reconnect, these detailed notes will help you recall past discussions, setting the stage for a thoughtful and informed conversation.
This level of record-keeping not only prepares you better for ongoing interactions but also lays the foundation for deeper, more meaningful relationships with your clients.
Tracking interactions in Sheetify also serves as a historical representation of all interactions you have with your customers—from the initial contact to the most recent conversation.
This in-depth history can help you better understand your customers’ needs, avoid misunderstandings, and capitalize on upcoming opportunities.
Not to mention, recording interactions can also lead to greater operational efficiency within a business, as all team members are up to date on recent conversations!
Also, find out how you can use Google Sheets as a bookkeeping tool with Sheetify Bookkeeping.
Thanks so much for reading; I hope you found this article useful.
