Welcome to the Coupler.io Academy, where
experts share tips and tricks on working with the data. In this video, we will talk about 10 best
Google Sheets add-ons for your business. Hi, my name’s Crystal. One of the reasons behind
Google Sheets success is its fantastic ecosystem of thousands of add-ons of any kind. I personally
can’t imagine working without at least a few of them and I guess you’re also on the lookout
for some great productivity apps. So here you go. Check out my summary of 10 best Google Sheets
add-ons for marketing, sales, accounting, and HR, with practical examples for each app. I’ll start
with Coupler. io. It’s a platform that turns complex data into simple reports. Google Sheets
is one of its most popular integrations and you can use it to automatically pull data from dozens
of apps - marketing and advertising platforms, CRMs, accounting and ecommerce tools, and even
from the other Google Sheets spreadsheets. It takes just a few minutes to set up and requires
no coding whatsoever. On top of a web interface, Coupler. io also comes with a Google Sheets
add-on. For example, if I want to set up automated imports from Facebook Ads, I’ll pick this app
from the list of available sources. I’ll need to connect my account and choose what to import. At
this point, I can move on or add more data either from Facebook or from any other supported app. In
such a case, Coupler. io would facilitate blending such data into my desired format. Next, I can
preview the data and transform it - for example, apply a filter to only fetch campaigns with
more than 10 thousand impressions. I could also sort data, apply custom formulas, add or remove
columns, and more. The last thing to do is set up a destination for my data, and I can also create
a schedule so that the importer refreshes my data, for example, hourly every day. And after
a quick load, here’s the imported data in my spreadsheet. I could now run the importer
whenever I needed to refresh the data or let it follow the chosen schedule. Coupler. io
can automate virtually all your data flows, especially if your business relies on Google
Sheets as your go-to productivity app. You can try it out on a free 14-day trial, with no credit
card required. And now, onto another top Google Sheets add-on - Mailmeteor. Mailmeteor can use
the data from your spreadsheet to send powerful, fully-customized emails to your audience. It’s
perfect for running email campaigns, outreaching new clients as well as any communication
with large contact lists. In my spreadsheet, I have several contacts that I want to reach
out to. In Mailmeteor I’ve specified my sender name. On a premium plan, I could enable tracking
and other options to the right. I will create a simple template, inserting various variables from
my spreadsheet. And will share the news about the new product update we’ve got available. Once this
is done, I can send emails right away or schedule sending. Other options for sending follow-ups
or optimizing sending are also available. I will dispatch emails right away, which will add a new
column in my spreadsheet with the status of each recipient. Mailmeteor offers a limited free plan
that lets you send 50 emails a day. For higher capacity and more features you’ll need to upgrade.
Okay, next on my list is something loved by SEO specialists out there. RankTank is a versatile
SEO add-on that can fetch tons of useful data right into your spreadsheet. It can help with
keyword research, rank tracking, as well as competitive analysis. Say I want to analyze some
keywords that BBC Good Food’s website ranks for, I listed them to the left. Now I launch the RankTank
widget and after a quick wait, it will give me: the current rank for each keyword, if any, and
the URL that ranks the highest. You can also fetch the Monthly Search Volume but for that, you’ll
need to buy the premium subscription. What’s more, for each keyword, you can see who ranks directly
above and below, as well as get some more data about your own URL. RankTank may be simple but
it brings SEO specialists lots of useful data available within just a single click. The first
1000 scans are free, after which you’ll need to purchase a subscription. The next app on my list
of best add-ons for Google Sheets is awesome, literally. The add-on is called Awesome Table.
Awesome Table lets you fetch data from dozens of apps with just a few clicks. What’s more, it
offers an extensive library of interactive charts, tables, and maps that you can use freely to
visualize your data. Here/’s the Awesome Table add-on in Google Sheets. I’ll start by creating
a new request. Plenty of apps are available, I’ll scroll down and select Mailchimp that I previously
connected. Let’s fetch the campaigns and I can then click to preview that data. Here you can also
transform the data if you’d like. Let’s jump back and run the import. After a short wait, your data
will appear to the left. You can schedule future imports or move on to the visualization part. In
the menu, you’ll find an option to showcase your data, clicking on which will take you to their
app library. You can create a visualization app from scratch or take advantage of an extensive
set of ready-to-use templates. Whether you’re in marketing, sales, product management or any
other department, you’ll love the simplicity and the powerful functions of Awesome Table.
You can use it for free for up to 10 requests, after which you’ll need to opt for a paid
plan. Alright. The apps I talked about so far were mostly meant for marketers, although
they can be used by other professionals with a lot of success. Now I want to talk about the best
Google Sheets add-ons for sales. First - Hunter for Sheets. Hunter is a tool for finding and
verifying email addresses. It’s excellent for outreach or PR but can also be used for plenty
of other use cases. Hunter crawls the internet, looking for publicly mentioned email addresses and
adding them to its databases. With that, you can take advantage of three distinct features. With
‘Search’, you type in a domain and Hunter returns addresses it was able to find. “Finder” function
uses the data in your spreadsheet to return likely email addresses for each person. And the “Verify”
function can do precisely that - verify addresses you already have. Let’s try the first option,
I want to find emails of Tesla employees so I can reach out to them with my proposal. Click
the button and you’ll see the requested details popping up in your spreadsheet. The more sources
an address was found from, the higher the score, the more likely an address is to be correct.
Hunter easily integrates with Google Sheets and is invaluable for anyone using email for sales
purposes. It offers a free plan with limited capacity and a few paid plans with much higher
limits and additional features. Once you have the emails, it’s worth reaching out to them in an
automated but at the same time personalized way. Yet Another Mail Merge, abbreviated as YAMM, is
among the top Google Sheets add-ons for the job. YAMM works in a similar way to Mailmeteor
I discussed a few minutes ago. It can be a preferred option for sales due to its extensive
features, such as the ability to add attachments, track emails in real-time, send automated
notifications when Google Forms are submitted, and more. Yet Another Mail Merge relies on
two Google Apps - Sheets and Gmail. In Gmail, you build email templates to use for your
campaigns. From Sheets, you fetch the data for each email. Here I’m using a template
I’ve previously set up in Gmail. I could send myself a test email, schedule emails for
sending later or just dispatch them right away, I’ll go with this option. Give it a moment to load
and… all have been sent to my recipients. YAMM also added a column for tracking each email and
it now opens a widget to the right. In real-time, you can monitor the status of your messages. Yet
Another Mail Merge must be among the top mail merge add-ons for Google Sheets. You can use it
for free with up to 50 recipients a day. Upgrade to a paid plan for higher limits, the ability to
schedule emails, and more. The next two add-ons are meant for accounting professionals. I’ll
start with G-Accon for Xero. G-Accon simplifies financial reporting by fetching ready reports from
your accounting tool within seconds. You can also send data in the opposite direction, uploading it
to the likes of Xero, Quickbooks, FreshBooks, and more. I’m going to show you the Xero add-on here
but you’ll find separate add-ons for the other tools in Google Workspace Marketplace. G-Accon
is available through the Extensions menu. Here, you can get raw data, ready reports as well
as custom and consolidated reports. I’ll get a business report. Here I can choose the type,
for example, ‘Balance Sheet’. And it lets you fetch the balance for the end of this quarter. Now
a few seconds to load a report, and here you go, a Balance Sheet report right in your spreadsheet.
You can try any of G-Accon add-ons for free but then you’ll need to opt for a subscription. The
next tool can be a wonderful addition for small businesses in need of an accounting platform
that integrates well with Google Sheets. Let’s talk about Bkper. Bkper streamlines financial data
management by offering an intuitive interface for inserting data and collaborating with a team. The
add-on also comes with a range of Google Sheets templates for analyzing and processing your
financial results. Here’s the Bkper interface where you can add transactions by simply typing
them in. For example, I’ll add here a transaction from the 13th of April where we received a payment
for our products for the amount of 150 dollars. It came from Customer A and went straight to our bank
account. When saved, the transaction will appear shortly on the list, and me or another colleague
can confirm then, or not! Now, the cool thing about Bkper is that it offers tons of ready Google
Sheets reports with your data already imported and refreshed regularly. You can pick the desired
type and move on with your bookkeeping duties without the need to set up any data integrations.
Bkper can certainly simplify your bookkeeping and financial reporting. It offers a free plan
with up to 100 transactions in a month as well as more extensive paid plans. And now onto the
last two tools on my list. These Google Sheets add-ons are great for HR professionals but many
other specialists will also find them worthy of addition to their toolsets. First, I’ll talk about
Form Mule. It’s another mail merge and automation tool on my list. It can send automated emails
when Google Forms are completed but is also great for scheduled messages. You can set up advanced
criteria to only send emails to specific people and diversify the template based on the audience.
I have several employees in my spreadsheet with their respective departments. I want to send
these folks an email every Friday afternoon asking for their availability for the next week.
On the next screen, I will add a condition to only send to the marketing folks based on the values
in the respective column. I’ve already prepared a template using several merge tags. I can click to
save and send, which will load a preview of each email, personalized according to my requirements.
And now I can really send these emails. Simple but powerful, Form Mule can automate plenty
of your repetitive email tasks. As of now, the add-on seems to be free of charge. And last
but not least, I’ll talk about Publigo. This handy add-on can turn data from your spreadsheet
into individual PDFs for each row. With just a few clicks, you can generate hundreds of personalized
documents and distribute them to your employees, clients, or other stakeholders. Piubligo relies
on data in Google Sheets to populate the templates prepared in Google Docs. All you need to do is
connect both files, choose the desired output and run the operation. Click the ‘Refresh’ button
to check on the progress and find the already prepared documents in the chosen folder on Google
Drive. Yup, this template could definitely use some improvements! Publigo lets you generate
some documents for free, after which you’ll need to try one of their paid plans. And that's it!
That was our summary of the best Google Sheets add-ons out there. And if you have any questions,
feel free to ask them in the comments. If you enjoyed this video, please give us a like,
share the video with others, and subscribe to our channel so you never miss a thing. Thanks
for watching, and will see you in the next video!
