Skip to main content

Connect Google Sheets to LeadCRM

How easily you can push the data from Linkedin to Google Sheet using LeadCRM

Updated over a month ago

🔹 Step 1: Connect Google Sheets to LeadCRM

  1. Log in to your LeadCRM dashboard.

  2. Go to Integrations (from the sidebar menu).

  3. Select Google Sheets.

  4. Click Connect → It will ask you to log in with your Google account.

  5. Grant LeadCRM the necessary permissions to access and edit your Google Sheets.

🔹 Step 2: Create a Sheet in Google Sheets

  1. Open Google Sheets in your Google account.

  2. Create a new sheet (e.g., LeadCRM Leads).

  3. Add headers for the fields you want to capture (like Name, Company, Email, Phone, LinkedIn URL, Status, etc.).

🔹 Step 3: Set Up Field Mapping in LeadCRM

  1. Go back to LeadCRM → Google Sheets Integration.

  2. Choose the Sheet name you just created.

  3. LeadCRM will show your CRM fields (e.g., First Name, Last Name, Company, Email, Phone, Tags).

  4. On the right, you’ll see your Google Sheet columns.

  5. Map each LeadCRM field to the correct column in Google Sheet:

    • LeadCRM → First Name → Google Sheet → Name

    • LeadCRM → Company → Google Sheet → Company

    • LeadCRM → Email → Google Sheet → Email

    • LeadCRM → Phone → Google Sheet → Phone

    • LeadCRM → LinkedIn URL → Google Sheet → LinkedIn URL

    (If any column is missing in Google Sheet, create it first in the sheet and refresh mapping.)

🔹 Step 4: Enable Auto-Sync / Manual Push

  1. In LeadCRM, turn on Auto-Sync to Google Sheets if you want every new lead added automatically.

  2. Or, you can use the Export → Google Sheets option to push data manually.

🔹 Step 5: Test the Integration

  1. Add a test lead inside LeadCRM.

  2. Check your Google Sheet → the mapped data should appear in the right columns.

  3. If any field is misplaced → recheck your mapping.

Did this answer your question?