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Leads without manual entry
New spreadsheet rows are pulled into the CRM on a schedule and become leads in the right funnel.
Integrations · Google Sheets
CRM integration with Google Sheets
Rows from a spreadsheet turn into leads on their own — handy if a contractor collects leads or a landing page writes to Google Sheets.
Included in the plan
What you get inside the CRM
Contractors without CRM access
An agency or media buyer fills in the usual spreadsheet — you get leads in the system without giving them access to the database.
Your columns to your fields
Spreadsheet columns map to card fields, including your own custom fields.
Moving an old database
The same mechanism works for a one-time import of a customer list from Excel or Google Sheets.
How to connect
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1
Prepare the spreadsheet: the first row is column names.
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2
Share the spreadsheet by link.
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3
In the Integrations section, add Google Sheets and paste the link.
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4
Map columns to CRM fields and set the funnel for new leads.
If something does not work — we will connect it for you during the free trial.
Other integrations
Connect Google Sheets to the CRM free for 14 days
We will open full access, help set up the integration, and show the system on your processes.
Workspace opens immediately · 14 days free · no card