Can you integrate Google Sheets with Google Tasks App?
The quick answer to this question is yes!
Thanks to Google Apps Script and Google Tasks API, it is possible to connect Google Sheets with Google Tasks App to streamline your personal or small business tasks.
I know what you’re thinking; that sounds pretty complicated and technical, right?
And….you’re correct. This method involves configuring the Google Tasks API within Google Apps Script to manage and sync tasks across both platforms.
This means that to make the integration work effectively, you must have a solid grasp of both Google Apps Script and the Google Tasks API.
If you want to link Google Sheets with Google Tasks using Google Apps Script and Google Tasks API, check out this guide for detailed instructions here.
But if you don’t, you’re in luck! We’ve created an easier solution that allows small business owners of all skill levels to leverage this impressive Google Workspace integration.
Enter…..Sheetify CRM.
What is Sheetify CRM Google Sheets Google Tasks App integration?
If you're looking for an effortless way to integrate Google Sheets with Google Tasks, look no further! Sheetify CRM is the perfect solution for you.
Can you believe that in just a few clicks, you can manage your client and sales tasks from Google Sheets and the Google Tasks App?
Thanks to this impressive integration, you’ll always stay on top of your business tasks. What more could you ask for?
This is possible thanks to Sheetify CRM's built-in Apps Script, which automatically links and syncs Google Tasks with Google Sheets.
Designed for ease of use, Sheetify CRM simplifies the entire integration process, increasing your team's productivity and efficiency.
So, how can you integrate Google Sheets with the Google Tasks App in Sheetify CRM?
Read more about how to create tasks in Google Sheets here.
How to integrate Google Sheets with Google Tasks App? (Sheetify CRM)
With Sheetify CRM, integrating Google Sheets with Google Tasks so you can manage your tasks on the go is a breeze.
All you need to do is:
● Open your Sheetify CRM template (for setup instructions, refer to this tutorial).
● Go to the ‘Contacts & Leads’ sheet (for sales tasks) or the ‘Client Tasks’ sheet (for client-related tasks).
● Select the task you want to add to Google Tasks.
● In the top menu, click ‘Sheetify’ and ‘Taskify’ from the dropdown menu.
And that is it! Because of the built-in Apps Script, Sheetify seamlessly connects your chosen task to Google Tasks for you.
This gives you easy access to it directly from the right side of your Google Sheet.
And guess what? This integration between Sheetify CRM and Google Tasks lets you create, track, and manage tasks across both platforms.
That’s right, you can effortlessly track essential sales and client tasks wherever you go!
Additionally, you can set up recurring weekly tasks, assign start times, and add tasks straight to your calendar to elevate your task management.
What is the difference between Sheetify CRM sales and client tasks?
As mentioned above, you can seamlessly create, track, and complete sales and client tasks within Sheetify CRM without having to use a complicated Apps Script and API.
So, what sets sales tasks apart from client tasks?
To keep things simple:
● Sales Tasks focus on driving sales efforts and can be managed within the 'Contacts & Leads' sheet in Sheetify CRM.
● Client Tasks are designed for client-related projects and are tracked in the 'Client Task' sheet.
For each task, simply add a description, link it to a relevant contact, set deadlines, assign a status, and designate team members.
The built-in Apps Script syncs your task data across different sheets for you, saving you time and effort.
There are no complicated data validation rules or messy formulas, just seamless task management!
Read more about task tracking within Sheetify CRM here.
What is Sheetify CRM?
Did you know that in addition to integrating Google Sheets and Google Tasks App to track tasks, Sheetify CRM serves as a complete, lifetime CRM system?
Designed for small and micro business owners, Sheetify CRM is essentially a downloadable, intuitive, and fully customizable Google Sheets template.
Sheetify CRM provides you and your small team with all the tools necessary to manage customer relationships, track sales, and streamline operations.
And the best part? You get lifetime updates—all within your free or paid Google Workspace account.
That makes Sheetify CRM the ultimate, cost-effective CRM solution for small businesses.
What’s even better? There are no hidden fees or recurring subscriptions—just a one-time payment for a lifetime of benefits!
You can get your hands on Sheetify CRM for just $67, offering an invaluable, affordable, lifetime CRM solution packed with features to optimize your business operations.
Beyond managing and tracking contacts, leads, deals, and tasks, Sheetify CRM also includes a range of powerful tools, such as:
● Product and service tracking.
● Customer lifetime value tracking.
● Sales pipeline management.
● Customer complaints or issue management.
● Invoice and transaction monitoring.
● Customer interaction logging.
● Direct calling or texting through Google Voice, WhatsApp or iMessage.
Sheetify CRM also seamlessly integrates with other Google Apps to optimize and enhance your business operations.
You can engage in email marketing through Gmail, generate leads through Google Forms, and manage sales and client tasks through Google Tasks (as previously mentioned).
All without having to lift a finger!
And with the integrated dashboard, you'll get key business insights like:
● Team sales performance.
● Sales status by item.
● Top-selling products or services.
● Monthly revenue trends.
● And more!
The Google Sheets CRM template even offers a customizable service package (at an additional cost) for those who want advanced features, automation, or adjustments.
In short, Sheetify CRM replaces many expensive email marketing, CRM, task management, and inventory tracking software.
Honestly, Sheetify CRM isn’t just a Google Sheets template; it’s a game-changer for small businesses looking for an efficient, affordable, and scalable CRM solution.
Ready to learn more about Sheetify CRM? Check out my detailed video guide on all the amazing features it offers here.
