Trackdesk provides a ready-made automation scenario that helps you store and organize your affiliate conversions directly in Google Sheets.
By using the Google Sheets Popular Template, you can automatically create a new row in your spreadsheet every time a new conversion occurs in Trackdesk. This is a great way to keep your data synchronized and easily accessible for reporting.
If you need more advanced workflows, you can also build unique triggers and actions from scratch using Custom Automations.
1. Accessing the Google Sheets Popular Template
To find the Google Sheets template in your dashboard:
Log in to your Trackdesk workspace.
In the main sidebar menu, click Integrations.
The Popular Templates section will load automatically.
Scroll to the Productivity category.
Select the Google Sheets + Trackdesk template.
This template contains the predefined automation scenarios designed specifically for Google Sheets.
2. Available Automation Scenario
The template currently features one ready-to-use scenario that can be activated independently:
Send new conversions to sheet: Automatically creates a new row in your Google Sheet whenever a new conversion is generated in Trackdesk.
3. Connecting Your Google Account
When you install your first Google Sheets-related scenario, Trackdesk will guide you through authorizing your account.
Click Install next to the Google Sheets scenario.
Follow the on-screen instructions to authorize Trackdesk’s access to your Google account.
During setup, you will be prompted to select:
The specific Spreadsheet you want to use.
The Spreadsheet List (sheet or tab) where new rows should be added.
Confirm the connection to finalize the setup.
4. Enabling and Running the Scenario
Once your account is linked, follow these steps to get your automation running:
Open the Google Sheets Popular Template.
Click Install on the scenario.
Select your desired spreadsheet and sheet/tab if prompted.
Add any required information into the builder if requested.
Toggle the scenario to ON or click the Start button at the bottom.
Trackdesk will now automatically create a new row for each new conversion.
5. Customizing Your Spreadsheet
You can tailor how your data is organized by adjusting the following settings in the builder:
Select Columns: Choose which Trackdesk conversion fields should be added as columns in your sheet.
Field Mapping: Map specific Trackdesk data points to corresponding fields in Google Sheets.
Metadata: Add additional custom values or metadata to your rows.
Filters: Set specific conditions or filters to determine which conversions are included in the spreadsheet.
6. Troubleshooting
Rows not appearing in your sheet?
Check that the scenario toggle is set to ON.
Confirm you have selected the correct spreadsheet and the specific tab.
Verify that your Google authorization is still active in your settings.
Template is not visible?
Refresh the Integrations page. Popular Templates update automatically.