CRM · Channels

The spreadsheet
is a lead source.

Half of Indian lead flow still arrives in a Google Sheet somebody maintains. Rather than pretending otherwise, connect it: pick the spreadsheet and tab, preview it, map the columns, and let it sync.

Meeting the process where it is. A CRM that refuses to read the sheet is a CRM the sheet outlives.

Connecting

Account, spreadsheet, tab.

OAuth to the accountConnections held as records, so you can see what is connected and disconnect it.

Browse spreadsheets and tabsRather than pasting an ID and hoping.

Preview before mappingSee the actual rows in the tab, which is the only way to map columns confidently.

Mapping

Columns to fields.

Column by columnIncluding your custom lead fields, so the sheet’s shape does not dictate your data model.

Toggle a sourcePause a sync without deleting the mapping you spent time on.

Running

Scheduled, or now.

Sync nowFor when a row was just added and somebody is waiting to call it.

Sync logsPer run: what came in, what was skipped and why.

Audit logPer source, because "the sheet stopped syncing three weeks ago" needs an answer with dates.

Nearby

Related capabilities.

Lead management · Facebook Lead Ads

Keep the sheet. Lose the copy-paste.

The row becomes a lead, with an owner, the moment it is written.

Get started → See pricing