Google Sheets & spreadsheets
- Price
- from $500
- Timeline
- 3–7 days
- Experience
- 100+ projects · 10+ years · 9+ countries
We sync your CRM, website and tools with Google Sheets: data updates itself, no copy-pasting
- Google Sheets
Our usual stack. We bring in other tools when the task or the project calls for it.
Spreadsheets are still the main working tool for many teams: they plan, calculate and share data with partners there. We connect them to your CRM and tools so the data in them updates itself.
Sync can work both ways: changes in the sheet flow into the CRM, and new deals land in the sheet.
What we do
- Deals, leads and payments exported to Google Sheets
- Reverse sync from the sheet into the CRM and tools
- Spreadsheet reports refreshed on a schedule
- Partner sheets with access to their own data only
- Protection against duplicates and edit conflicts
When spreadsheets live apart from the CRM
Every Monday someone exports deals and pastes them into a sheet
We set up exports from the CRM to Google Sheets on an event or a schedule: a new deal or payment appears as a row on the right tab with no one touching it.
Formulas break whenever rows are added
We separate a raw data tab the workflow writes to from the tabs with calculations. Formulas reference ranges that don't shift when new rows arrive.
The plan was updated in the sheet, but the CRM still shows the old one
We set up reverse sync: an edited cell updates the CRM field, and a change log shows who changed what and when.
The sheet has grown so big it barely opens
We archive old data into separate files, replace heavy formulas with values precalculated in the workflow and keep only the current period in the working sheet.
Ad, CRM and payment data get merged into one sheet by hand
We pull each source onto its own tab on a schedule and build a summary that recalculates itself, with the origin of every number visible.
Who spreadsheet sync is for
A good fit if
- Your team lives in Google Sheets and isn't ready for dashboards
- You want quick automation without rolling out a new system
- Partners, finance or investors need data in a format they understand
- Reports are assembled by hand from several tools
Not a fit if
- Your volume is beyond what a spreadsheet can handle — you need a database and dashboards
- The sheet is standing in for a real CRM with a pipeline and tasks — time for CRM setup
Spreadsheets without copy-paste
A familiar tool
Your team keeps working in spreadsheets, but the data comes from the CRM and other tools instead of being typed in.One version of the numbers
No more “report_final_v2” copies: everyone looks at one shared file that keeps itself up to date.A good first step
If you’re just starting with automation, a spreadsheet sync is an easy way to stop moving data by hand.
How we work
- 01
Data schema
2–4 hoursWe decide which data lands in the sheet, how often, and which key each row updates by.
You get A sheet structure: tabs, columns and keys - 02
Connecting sources
1–3 daysWe connect your CRM, website and tools to Google Sheets through the API and a service account.
You get Data from every source arriving in the sheet - 03
Sync and summary tabs
1–2 daysWe set up scheduled or event-based updates and summary tabs with calculations.
You get A self-updating spreadsheet with summary tabs - 04
Checks and handoff
1 dayWe reconcile the data against the sources and show you how to add a column without breaking the sync.
You get A guide to the sheet plus a 3-month bug warranty
What to prepare for the sync
- A link to the sheet and edit access for our service account
- Which data should land there, and from which tools
- How fresh it needs to be: instant, hourly or daily
- Who else edits the sheet by hand and which columns they touch
- An example of a report you currently build manually
A spreadsheet review
In a free 30-minute call we look at your sheets and where their data comes from and suggest a sync setup. Then we send a timeline and an estimate.
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Copying data
into spreadsheets?
We’ll sync Google Sheets with your CRM and tools — both ways if needed — so the whole team works from one current version of the numbers.
From instantly on every event to scheduled exports — whatever suits the task.
From $500. The total depends on the number of sheets and data sources, how often they update (on every event or on a schedule) and whether manual edits need to sync back to the CRM. We quote after a short call.
We define which columns can be edited and which changes flow back to the CRM, so manual edits don’t break the data.
Yes, we set up separate sheets that only contain their records.
Yes, through Microsoft 365 and its API. For local files we produce properly formatted CSV exports.
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