Google Sheets CRM — Spreadsheet Speed, CRM Discipline
Some team members live in spreadsheets, others live in CRM. TeknoVesta's two-way Sheets sync bridges both worlds — export CRM data to a Sheet, work the data with Sheets formulas and filters, sync changes back to CRM automatically.
Understanding the Problem
Sales operations teams, finance, and analysts often work in Google Sheets — pivots, vlookups, custom calculations. Asking them to use CRM dashboards is friction. Sales reps work in CRM. The gap creates manual export/import cycles. TeknoVesta's Google Sheets integration uses OAuth: each user connects their Google account, then specific CRM views (leads in pipeline X, deals closing this quarter, etc.) can be exported to a live Sheet. Changes in Sheets sync back to CRM. Real-time two-way sync.
Core Modules
Per-User OAuth
Each user connects their own Google account. No shared service accounts.
Live Two-Way Sync
CRM data exported to a Sheet stays live. Edit a cell in Sheets, CRM updates within seconds. Add a row in Sheets, new CRM lead created.
View-Based Export
Pick any CRM view (filtered, sorted) and export to a Sheet. Sheet structure mirrors CRM columns. Re-sync anytime.
Conflict Resolution
If same field is edited in both Sheets and CRM simultaneously, conflict detection flags it. User resolves which wins. Audit trail preserved.
KVKK & GDPR Compliance
OAuth tokens encrypted in EU region. Data resides in user's own Google account. CRM does not store copies of Sheet data beyond sync needs.
How It Works
Connect Google Sheets
In user profile, click "Connect Sheets". OAuth flow.
Export View to Sheet
Open any CRM list view. Click "Export to Sheets". Choose existing Sheet or create new. Columns auto-mapped.
Work in Sheets
Add formulas, filters, pivot tables in Sheets. Edit cell values. Add or remove rows.
Auto-Sync to CRM
Changes in Sheets push to CRM within seconds. New rows become new CRM records. Deleted rows flagged for removal (with confirmation).
Continuous Sync
Sheet stays linked to CRM. Real-time bidirectional updates. Disconnect anytime.
Key Benefits
Best of Both Worlds
Spreadsheet flexibility + CRM structure. Power users get Sheets, sales reps get CRM, everyone works in their preferred tool.
No Manual Export-Import
No more "export CSV, edit, re-import" cycles. Live sync eliminates the round-trip entirely.
Reporting Flexibility
Build custom reports in Sheets using vlookups, pivots, and connected data sources. CRM doesn't need to add every reporting feature.
Frequently Asked Questions
What happens if I add a column to the Sheet?
New columns can be mapped to CRM custom fields. Run "Update Mapping" in Sheets sidebar, choose target CRM field, sync starts including the new column.
Can multiple Sheets sync to the same CRM data?
Yes. Sales pipeline can export to one Sheet, finance forecasting to another, both syncing to the same underlying CRM data. Multiple downstream Sheets supported.
What about Sheets formulas — do they get overwritten by CRM sync?
Formula cells are detected and protected. Sync only updates cells with raw values. Formulas remain intact and recalculate from synced data.
Ready to connect your tools?
Get in touch to see how TeknoVesta integrates with your existing systems.
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