This guide explains how to use the Google Sheets (Premium) action in your CrocoClick workflows.

Objective: Automate the sending, updating, searching, or deleting of data in Google Sheets without Zapier or third-party tools.

What is the "Google Sheets Premium" action?

The Google Sheets Premium Workflow action allows you to directly integrate Google Sheets into your CrocoClick automations.

You can:

• Create a row

• Update a row

• Delete a row

• Search for a row

• Update or delete via search (Lookup)

All of this automatically, when a workflow is triggered.

Why is this powerful?

• 📊 Structured data

• ⚡ Instant automation

• ❌ Fewer human errors

• 📈 Seamless scalability

Prerequisites before you begin

Before using this action:

✔️ A Google account connected to your CrocoClick account (see the article Google: Connect your Google account with CrocoClick)
✔️ A Google Sheets spreadsheet ready
✔️ First row configured with headers

Add the action to an automation

1. Go to Automations > New Workflow

2. Click on + Add an Action

3. Choose Google Sheets – Premium Workflow Action

4. Connect your Google account if necessary

5. Select:

   • Drive

   • Spreadsheet

   • Worksheet

Basic settings

In the action, you must configure:

• 🟢 Google Account

• 📁 Drive

• 📄 Spreadsheet

• 📑 Worksheet

• 🔄 Refresh Headers (important if you modify the columns)

• 📌 Columns to use (all or a specific range)

Available functions

📌 1. Create Spreadsheet Row

Adds a row to the end of the document.

⚠️ Always after the last existing row.

📌 2. Create Multiple Spreadsheet Rows

Adds multiple rows in a single action.

📌 3. Lookup Spreadsheet Row

Searches for a row that matches a criterion.

Example: Look up a customer by email

📌 4. Lookup + Create

If no row is found → automatically create a new row.

Very useful for avoiding duplicates.

📌 5. Update Specific Spreadsheet Row

Updates a specific row.

Requires the row number.

Often used with Lookup.

📌 6. Update Spreadsheet Row Using Lookup

Automatically updates the row found via a previous Lookup action.

⚠️ The Lookup must be placed at the top of the automation (before other Google Sheet actions).

📌 7. Delete Specific Spreadsheet Row

Deletes the content of a row (does not physically delete the row).

📌 8. Delete a spreadsheet row using lookup (Delete Spreadsheet Row Using Lookup)

Searches for a row using Lookup and then deletes its content.

Lookup & Dynamic Variables

Lookup is the most strategic function.

When a row is found:

• All of its columns become dynamic variables

• They can be used throughout the workflow

🔢 Lookup Index

Each Lookup action generates an automatic index.

Example:

{{sheet.1.rowNumber}} 

Here:

• 1 = Lookup index

• rowNumber = row number

⚠️ The index cannot be modified after creation.

🔄 Lookup Multiple Rows

Allows you to retrieve multiple rows at once.

⚠️ Important:
Update/Delete actions only process one row at a time.

To process multiple rows:

• Use action code

• Or external logic

Concrete use cases

🧾 Sales tracking

Automatically add a lead to Google Sheets when:

• It reaches a pipeline stage

• They sign

• They book a call

📈 Marketing reporting

Synchronize:

• Campaign performance

• Advertising costs

• Conversions

🎫 Customer support

Create a line for each ticket
Update the line when the ticket is resolved

👥 Human resources

Update automatically:

• Onboarding

• Candidate tracking

• Interview tracking

Potential issues

❌ Columns do not match

Solution:

• Click on Refresh Headers

• Reconfigure the action

❌ Authentication error

Solution:

• Reconnect the Google account

• Check permissions

❌ Spreadsheet not visible

Solution:

• Verify that you are logged into the correct Google account

• Check access rights

❌ Lookup finds nothing

Consequence:
Update/Delete actions using this Lookup will be ignored.

Tip:
Use an If/Else after Lookup to handle both cases:

• If found → Update

• Otherwise → Create

FAQ

Key points to remember

• Always use Lookup before Update/Delete

• Always structure your headers correctly

• Always test with a test Google Sheet

• Always include an If/Else clause in case there is no result

Conclusion

The Google Sheets Premium action is an extremely powerful tool for:

• Structure your data

• Automating your reporting

• Centralizing your critical information

• Avoiding human error

It transforms Google Sheets into a true extension of your CrocoClick system.