Just like our Open API, our Google Sheets integration enables you to automatically update progress on your KPIs, Key Results, and Initiatives. Please note that this integration does not require you to have your own Google account.

The Google Sheets integration can connect to 65+ business apps and you don’t need a technical background to build most of these connections.

Instructions

Get started in two steps.

  1. Send our Support team a quick message so that we can activate the integration for you. Contact us at support@perdoo.com or via the in-app chat at the bottom-right of your screen.
  2. Once, activated, follow these steps to update any KPI, Key Result, or Initiative automatically:
  • In Perdoo, click on the goal (KPI, Key result or Initiative) you wish to integrate.
  • From the URL, copy the ID located after /kpi/, /kr/ or /i/ (see images below).
  • Open your Google Sheet.
  • Copy the ID to the ID column.
  • In the Type column, add which type of goal it is ('kpi', 'keyresult', or 'initiative') 

KPI

Key Result

Initiative

Once a day (between 2-3 am CET), Perdoo will check these sheets and automatically update progress on the corresponding goals in Perdoo, based on the value that Perdoo finds in the Value column.

You can automatically update the value (i.e. progress) for your goals by connecting other apps. Here's how:
 

Connecting other apps via Native Add-ons

A lot of tools—like Salesforce, JIRA, Chartmogul, and Quickbooks—enable you to send your data directly from their apps to a Google Sheet. Most Google products, like Google Forms and Google Analytics, also allow you to send data directly to a GSheet. These add-ons are free and very easy to use. They enable you to automatically update the value (i.e. progress) for a goal.

Example: integrate Perdoo with Salesforce

The Marketing team at Perdoo is responsible for making sure we get in the right leads. We have an Ideal Customer Profile (ICP) and a Marketing KPI to make sure that at least 30% of our MQLs meet our ICP criteria. Setting up this KPI in Perdoo ensured we regularly look at it.

When the Marketing Team saw that the KPI dropped below the target value in early 2019, they decided to tackle this problem with an OKR in Q2. One of the Key Results was of course to increase the % of MQLs that are ICP to 30%. This is tracked with a report in Salesforce and automatically updates the corresponding Key Result in Perdoo through our Google Sheets integration with the Salesforce add-on. 

Read more on how to set up the Salesforce integration.

Example: integrate Perdoo with Google Forms

In Q2 2019, the Sales team at Perdoo is working to improve the demo experience for our prospects. They believed that to really measure success they also needed to survey the people that attended a demo. So they decided to send a survey to each demo attendee, right after the demo, asking them to rate the experience.

They send these surveys through Google Forms. Answers are sent directly to the Google Sheet that integrates with Perdoo, and thus Perdoo is automatically updated every hour.

Connecting other apps via Middleware Add-ons

Nowadays there are simple add-ons for Google Sheets that let you effortlessly get your data from a wide variety of sources into your Google Sheet. These enable you to automatically update the value (i.e. progress) for a goal.

The most well-known add-ons is Supermetrics. It allows you to integrate 40+ apps to your Google Sheets, so you can automatically update progress in Perdoo with data from apps like Hubspot, Shopify, Facebook Ads, Semrush, Stripe, and more.

Want to know all the apps we can integrate with?

Here's a full list of apps that Perdoo integrates with. Contact our Support team (support@perdoo.com, or via the in-app chat) to see how we can help you automate updates to KPIs, Key Results, and Initiatives.

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