Help/Integrations

Google Sheets

Send each new lead to a sheet in your own Google Drive, and how to stop.

Connect Google Sheets and TapX adds a row for each new lead to a sheet in your own Google Drive, usually within seconds of the tap. It comes with every TapX account at no monthly cost.

Connecting

1. Sign in at app.tapx.sg, open Settings, and press Manage under Connections.
2. Press Connect Google Sheets, choose your Google account and allow TapX.
3. TapX makes a sheet called TapX leads in your Drive. New leads go there from then on.

Connecting happens in a web browser, at app.tapx.sg. The TapX app doesn’t show your connections yet; that comes in a later version.

Google asks you to let TapX reach only the files TapX itself makes, so it can’t see anything else in your Drive. In its own sheet, TapX adds rows and reads back the columns it fills in, to make sure no lead is added twice. It doesn’t read or change anything else.

What goes into the sheet

Only leads who ticked the box to be contacted. One row each, with twelve columns: the date and time, in Singapore time; name; mobile; email; company; their note; where the lead came from; the event; whether they agreed to be contacted; whether they agreed to marketing updates; who met them; and a link to the lead in TapX. Never your sign-in email.

The marketing answer is its own column, so you can filter on it before you send anything that counts as marketing. Everything goes in as plain text: a number like +65 9123 4567 stays as typed, and a note never turns into a formula.

Leads from before you connected

Leads you already had aren’t sent by themselves. Once you’re connected, Send my earlier leads sends your newest 500 at most, and only those who agreed to be contacted. They go into the sheet oldest first, so it reads in order. You can press it once.

Your sheet

The sheet is yours: rename it, sort it, share it, and add your own columns after TapX’s twelve. Don’t move TapX’s columns, and don’t put another tab in front of the Leads tab: TapX uses them to add each new row in the right place and to check that no lead is added twice. Google keeps the sheet under your Google account, which may be outside Singapore.

When something goes wrong

In a web browser, each lead’s page says where it went, for example Google Sheets · 15 Oct, 2:03 pm · Open sheet. If Google doesn’t take a lead, TapX tries again by itself, six times over about 15 hours, and the lead page shows it. If it still hasn’t arrived, the page offers Try again. If something on TapX’s side is holding a lead, its page says so: that is never anything you did, and TapX sends it once it is fixed.

If the connection itself needs you, Settings says so, with the one button that fixes it, and you’ll usually get an email from TapX too:

• Needs reconnecting: Google stopped accepting TapX’s key. That happens after six months without a lead, or if you removed TapX in your Google Account. Press Reconnect Google Sheets and the leads that waited are sent.
• Needs reconnecting, on TapX’s side: TapX can no longer use the key it keeps for your sheet. This is on TapX’s side, not anything you did. Press Reconnect Google Sheets and the waiting leads go into the same sheet.
• Your sheet is in the bin: restore it in Google Drive, then press Reconnect Google Sheets, and the waiting leads go into it. Leave it in the bin and the same button makes a new sheet.
• Your sheet was deleted: press Make a new sheet.
• Google stopped taking rows: Settings says Needs attention. Open the sheet to check it (your Google storage may be full, or the sheet may have moved), then press Reconnect Google Sheets, and the waiting leads go into it.

Disconnecting

In Settings, press Manage under Connections, then Disconnect. New leads stop going to the sheet. TapX deletes its key and forgets which Google account you used. The sheet stays in your Drive with every row already in it, and if you connect again with the same Google account while the sheet is still there, TapX keeps adding to it.

Disconnecting doesn’t remove TapX from your Google Account. To do that too, remove TapX at myaccount.google.com/permissions. That also covers Continue with Google: if you sign in to TapX with Google, Google asks you to allow TapX again the next time.

Deleting a lead, or your account

TapX doesn’t take rows back out of your sheet. If you delete a lead in TapX, delete its row in the sheet too, and do it the same day when someone asks to be removed.

When you delete your TapX account, TapX asks Google to forget its access. The sheet and everything in it stay yours.

What TapX keeps about the connection

Which tool you connected, the email of the Google account (until you disconnect), the sheet’s address, a key that lets TapX add to the sheet (stored encrypted), the dates you connected and disconnected, and whether and when each lead reached the sheet. Download my data in Settings includes your connections. The Privacy policy says how long each is kept.

Still stuck? Email hello@tapx.sg and a person will answer.