Google Sheets Guide
Google Sheets

Google Sheets Integration Guide

Learn how to connect your CRM with Google Sheets to automatically export leads, sync data, and import records using the Google Cloud Console.

Overview

The Google Sheets integration allows your CRM to seamlessly push and pull data from Google Spreadsheets in real time.

What You Can Do

  • Auto-Export Leads: Automatically send newly captured leads (from Web, Facebook, Instagram) directly into a specified Google Sheet.
  • Data Sync: Keep CRM records and Google Sheet rows in sync when updates occur.
  • Bulk Import: Easily map columns and import massive lists of contacts from a Google Sheet into the CRM.
  • Reporting: Send CRM metrics and pipeline data to Sheets for custom dashboard building in Google Looker Studio.

Prerequisites

  • Google Account — A valid Google Workspace or personal Gmail account to act as the app owner.
  • CRM Admin Access — To configure the Client ID and Secret in the CRM settings.
  • Google Cloud Console Access — Ability to create projects and enable APIs.
  • HTTPS Domain — OAuth redirects require a secure HTTPS connection.

Google Cloud Console Setup

Create a project and enable the necessary APIs for Google Sheets and Drive.

1

Create a New Project

  1. Go to the Google Cloud Console.
  2. In the top navbar, click the Project Dropdown (next to the Google Cloud logo).
  3. Click New Project.
  4. Name your project (e.g., "DELYNTRO Integration") and click Create.
  5. Wait a moment, then make sure you have selected your newly created project from the dropdown.
2

Enable Google Sheets API

  1. In the left sidebar, navigate to APIs & Services → Library.
  2. Search for "Google Sheets API".
  3. Click on the result and click the blue Enable button.
3

Enable Google Drive API

  1. Go back to the API Library.
  2. Search for "Google Drive API" (This is required for the CRM to find and list the user's available spreadsheets).
  3. Click on the result and click Enable.

Generate OAuth Credentials

Configure the consent screen and generate the keys that will let the CRM talk to Google.

1

Configure OAuth Consent Screen

  1. Go to APIs & Services → OAuth consent screen.
  2. Choose External (if your CRM users have personal Gmails) or Internal (if strictly using Google Workspace within your org). Click Create.
  3. Fill in the App name (e.g., DELYNTRO), User support email, and Developer contact information.
  4. Click Save and Continue. You do not need to add specific scopes here unless requested. Skip through Scopes and Test Users by clicking Save and Continue.
  5. Click Back to Dashboard.
App Status: If you select "External", your app will be in "Testing" status. While in testing, you must manually add the email addresses of any users who want to connect their Google accounts under the "Test users" section. To remove this limit, you must click Publish App (which may require Google verification).
2

Create OAuth Client ID

  1. Go to APIs & Services → Credentials.
  2. Click + Create Credentials and select OAuth client ID.
  3. For Application type, select Web application.
  4. Name it (e.g., "CRM Web Client").
  5. Under Authorized redirect URIs, click + Add URI.
  6. Enter the exact redirect URL provided by your CRM (Usually found in Admin Settings → Google Sheets). Example: https://yourdomain.com/google_auth/callback
  7. Click Create.
3

Copy Your Keys

A modal will appear containing your Client ID and Client Secret. Keep this tab open or copy these values somewhere safe; you will need to paste them into the CRM.

CRM Admin Configuration

1

Save Credentials in CRM

  1. Log in to your CRM as an Administrator.
  2. Navigate to Settings → Integrations → Google Sheets.
  3. Paste your Client ID and Client Secret into the respective fields.
  4. Click Save Settings.
2

User Account Connection

Once the admin has saved the API keys, individual users or tenants can connect their own Google accounts.

  1. Users go to My Integrations → Google Sheets.
  2. Click Connect Google Account.
  3. They will be redirected to Google to choose their account and grant permission for the CRM to "See, edit, create, and delete all your Google Sheets spreadsheets".
  4. Once granted, they are redirected back to the CRM and the connection is active.

Usage & Field Mapping

1

Auto-Export New Leads to Sheets

To automatically push new leads to a spreadsheet:

  1. Create a new blank Google Sheet in your Drive.
  2. In the first row (the header row), add column names like Name, Email, Phone, Source, Date.
  3. In the CRM, go to Lead Automations → Google Sheets Export.
  4. Select your connected Google Account, then choose the spreadsheet you just created from the dropdown.
  5. Select the Worksheet tab (usually "Sheet1").
  6. The CRM will load your spreadsheet columns. Map the CRM fields (e.g., Lead Name, Email) to your Sheet columns.
  7. Enable the automation. All future leads will append a new row to this sheet instantly.

Troubleshooting

ProblemPossible ReasonSolution
"Error 400: redirect_uri_mismatch"The redirect URI in GCP does not exactly match the one the CRM is using.Check for trailing slashes, http vs https, or www. Update the GCP Authorized Redirect URI to match exactly.
"Error 403: access_denied"Your app is in "Testing" mode and the user is not a Test User.Add the user's email to the "Test users" list in the OAuth Consent Screen settings, or Publish the app.
Cannot see my spreadsheets in CRM dropdownGoogle Drive API is not enabled.Go to GCP Console and ensure both Sheets API and Drive API are enabled.
Data is not exporting to SheetsHeader row missing or changed.Ensure the first row of your Google Sheet has column headers and they haven't been renamed after mapping.
Token Expired / DisconnectedUser changed password or revoked access.Have the user go to Integrations and click "Reconnect" to generate a fresh token.