Custify Integration connects Google Sheets™ to the Custify API, allowing you to query and display company and customer data directly in your spreadsheets.
FEATURES:
- Fetch company data using company ID
- Fetch people/user data using user ID or email address
- Automatic API rate limiting to prevent throttling
- Smart caching to reduce API calls and improve performance
- Refresh data on demand with a single click
CUSTOM FUNCTIONS:
- CUSTIFY_COMPANY_DATA(companyId, attribute) - Get any company attribute
- CUSTIFY_PEOPLE_DATA(userId, attribute) - Get user data by ID
- CUSTIFY_PEOPLE_DATA_BY_EMAIL(email, attribute) - Get user data by email
Use dot notation to access nested properties like "custom_attributes.industry".
GETTING STARTED:
1. Install the add-on
2. Go to Custify menu > Configure API
3. Enter your Custify API key (found in Custify Settings > Developer)
4. Start using the custom functions in your spreadsheet cells
EXAMPLE:
=CUSTIFY_COMPANY_DATA("comp_123", "name")
=CUSTIFY_PEOPLE_DATA_BY_EMAIL("john@example.com", "custom_attributes.role")
Data is cached for 30 minutes. Use "Refresh All Data" from the menu to force update.
For support, contact support@custify.com or visit https://www.custify.com/contact
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