Find the CRM use by your leads in Google Sheet

Find the CRM of your leads quickly on Google Sheet, save time and increase open rates 📈

Find the CRM use by your leads in Google Sheet

⏰ Setup : 10 min


See the video tutorial (in french)

Made by Julien with ❤️

If you don't have an Reveal CRM account, you can create one here : https://revealcrm.run/

1) Open a sheet in Google Sheet & Go to Tools > Script Editor

More information here : https://developers.google.com/apps-script/guides/sheets/functions

2) Copy & past the script in Code.gs (script bellow)

💌 Script CRM finder :

// Visum API
function FIND_CRM(email) {

  var response = UrlFetchApp.fetch('https://api.visum.run/accounts/fetch/crm');

  var response = JSON.parse(response)

  console.log(response)

  var serviceIds = response.services.map(service => service.serviceId)

  var data = {
    serviceIds: serviceIds
  };

  var options = {
    'method' : 'post',
    'contentType': 'application/json',
    'headers': {
      'x-api-key': 'YOUR REVEAL CRM API KEY'
    },
    // Convert the JavaScript object to a JSON string.
    'payload' : JSON.stringify(data)
  };

  var response = UrlFetchApp.fetch('https://api.visum.run/accounts/v1/unique/' + email, options);

  response = JSON.parse(response)

  if (response.success) {
    var crm = []
    for (let i = 0; i < response.services.length; i++) {
      if (response.services[i].exist) {
        crm.push(response.services[i].name)
      }
    }
    console.log(crm.toString())
    return crm.toString();
  } else {
    return response.msg
  }
}

4) Authentication with your API key

If you don't have an Reveal CRM account, you can create one here : https://revealcrm.run/

Copy your API key in the dashboard : API -> GET MY API KEY

Now, you can past it in the script (instead of YOUR REVEAL CRM API KEY)

5) Save the script editor

6) Approve the Google authorization

First click on "Execute"

Then "Review authorizations"

Select the account that you use for the Google Sheet

Click on "Advanced settings"

Then "Access to ...."

And "Allow"

7) Close the script editor & test the CRM finder in your google sheet

🎉 ET VOILÀ !!

If you have any suggestions for improvement for this Google Sheet script, feel free to add it here : https://visum.kampsite.co/