Trackdesk provides an automation scenario that helps you store and organize affiliate conversions directly in Google Sheets.
Using the Google Sheets Popular Template, you can automatically create a new row in your spreadsheet whenever a new conversion occurs in Trackdesk.
You can also build your own custom automation workflows using Custom Automations, where many more triggers and actions are available.
This article explains how to access the Google Sheets Popular Template, enable its scenario, and customize it to fit your workflow.
Accessing the Google Sheets Popular Template
To access the template:
Log in to your Trackdesk workspace.
In the main menu on the left, click Integrations.
The Popular Templates section loads automatically.
Scroll to the Productivity category.
Select the Google Sheets ↔ Trackdesk template.
This template contains all Google Sheets automation scenarios predefined by Trackdesk.
Available Scenario
The Google Sheets Popular Template includes one ready-to-use scenario:
Send new conversions to sheet
Creates a new row in a Google Sheet whenever a new conversion is created in Trackdesk.
This scenario can be activated independently.
Connecting Google Sheets
When installing your first Google Sheets-related scenario, Trackdesk will prompt you to authorize your Google account.
During the connection setup, you will be asked to select:
The Spreadsheet you want to use
The Spreadsheet List (sheet/tab) where new rows should be added
To connect Google Sheets:
Click Install next to the Google Sheets scenario.
Follow the instructions on the screen to authorize access to your Google account.
Select your spreadsheet and spreadsheet list.
Confirm the connection.
Installing and Enabling the Scenario
To enable the scenario:
Open the Google Sheets Popular Template.
Click Install on the scenario.
Select your spreadsheet and spreadsheet list if prompted.
Add required information into the builder if needed.
Toggle the scenario ON using the switch on the scenario row or click Start at the bottom.
Once enabled, Trackdesk will automatically create a new row in your Google Sheet for each new conversion.
Customizing the Scenario
You can adjust:
Which conversion fields should be added as columns
Mapping of fields between Trackdesk and Google Sheets
Additional metadata or custom values
Conditions or filters for which conversions should be included
These options help you format and structure your spreadsheet exactly as needed.
Troubleshooting
Rows not appearing in Google Sheets?
• Ensure the scenario toggle is ON.
• Confirm you selected the correct spreadsheet and sheet/tab.
• Verify your Google authorization is active.
Template not visible?
• Refresh the Integrations page. Popular Templates update automatically.