How to Connect Google Sheets to Streamline

This guide walks you through connecting Google Sheets to Streamline and setting up the integration to send data from your workflows directly into your Sheets.

Section 1: Connect the Google Sheets Integration

Go to the Integrations tab

Navigate to the Integrations tab on the left-hand side of your screen. Select New connection to view the list of available integrations.

Find and select Google Sheets

Use the search bar or browse the list to locate Google Sheets.

Tip: Use the category filter on the left to narrow down by integration type.

Name your connection

Add a name and description for this integration. Choose something clear and identifiable—e.g., specify the Google account used for this connection.

Authenticate the integration

You’ll be prompted to connect and authenticate your Google Sheets account.

Complete setup

Once authenticated, click Finish. The integration will appear on the Integrations homepage along with its connection status.

Tip: You can rename or update the connection description at any time. Click the ⋮ (three dots) and select Edit details.

Section 2: Add the Google Sheets Step to a Workflow

Open your workflow

Navigate to your Workflow and click the plus (+) button to add a new step.

💡 Tip: Add this step after the point where relevant data is collected (e.g., after a Form step).

Name and configure the step

Enter a step name, then click on the step to configure it.

Select your Google Sheets connection

Choose the Google Sheets integration you previously set up.

Choose the action type

Select Append row to sheet for your action.

Configure the sheet and columns

• Select the destination spreadsheet and sheet name
• Map the data fields from your workflow to the appropriate columns in the Sheet by toggling the Header Row

💡 Tip: Make sure your spreadsheet has headers set up to match your workflow fields for easier mapping. You can toggle the Header Row to match the spreadsheet columns to the values in the workflow. Note: If you do not toggle the column names and only select the values, the values will go in sequential order. 

Save and close

Click the X in the upper-right corner to exit the step configuration. The Google Sheets step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected the Google Sheets integration
• Added a Google Sheets step to your workflow to send data into a spreadsheet

If you have questions or need help troubleshooting, reach out to your admin or contact support.