Workspace
Workspace integrations are direct API connections to Slack, Google Sheets, and Google Docs.
They cover the two things a table cannot do on its own: tell a human something happened, and exchange data with the documents your team already works in.
This is a vendor category, not your Sync GTM Workspace — that is the account-level container for your tables and team.
What each one is for
| Integration | What it is for |
|---|---|
| Slack | Notifications and alerts — tell a channel or a person when a row is worth acting on |
| Google Sheets | Read spreadsheet data into a table, and write results back out |
| Google Docs | Exchange content with the documents your team already writes in |
What each connection can send or fetch is listed on its own Integration page in the product.
Notifications and alerts
An alert is an Action column like any other. It runs per row, so the useful pattern is to make it run on the rows that matter and no others.
- Trigger it, don’t broadcast it. Set Auto Run with a trigger column — a score, a qualification flag, a signal result — so the alert fires only when a row clears the bar. See Actions for trigger columns.
- Put the decision in the message. The name, the company, the signal that fired, and the link. Enough that whoever reads it can act without opening the table.
- Alert on qualified rows, not on runs. A channel that pings for every row in a 2,000-row table gets muted within a day, and then the real alerts are invisible too.
Timing is the point. A signal is only worth something while it is fresh, so the alert has to land before someone remembers to check the table.
Spreadsheet data
- Reading in — a sheet a team already maintains becomes rows in a table, then gets enriched like any other list.
- Writing out — results land back in a spreadsheet for people who work in spreadsheets and are not going to open the app.
- Treat the sheet as a copy. Once data is exported, it stops updating. If it needs to stay current, push it somewhere that is a system of record — see CRM.
Setup
The six generic steps for adding any integration are on the Integrations page.
Each of these requires authenticating your account. The tutorial for that is on the Integration’s own page in the product.
Related
- Actions — Auto Run and trigger columns
- Export Actions — other export destinations
- Webhooks and HTTP — for anything without a built-in integration