Sync your CRM contact and deal data bidirectionally with Google Sheets for custom reporting, data sharing with your team, or feeding data into other tools.

Setting Up the Integration

  1. Go to Settings > Google Sheets Integration.
  2. Click Connect Google Account and authorize access to Google Sheets.
  3. Select the Google Spreadsheet and Sheet tab you want to sync with.
  4. Map CRM fields to spreadsheet columns.
  5. Choose sync direction: CRM → Sheets, Sheets → CRM, or Bidirectional.
  6. Set sync frequency: real-time, hourly, or daily.

Use Cases

  • Share lead reports with stakeholders who don't have CRM access.
  • Import bulk contacts from a Google Sheet into the CRM.
  • Feed CRM data into Google Data Studio / Looker Studio for visualization.
  • Use Google Sheets as a simple backup of your contact database.