Key Features:
🔄 Two-Way Sync: Seamlessly push data from SuiteCRM to Google Sheets and pull updates back into the CRM.
📊 Live Data Feeds: Set up auto-refreshing Sheets with live SuiteCRM data for real-time reporting and dashboards.
📥 Data Import Wizard: Easily import leads, contacts, opportunities, or any custom module data directly from Google Sheets into SuiteCRM.
📤 Export to Sheets: Export filtered CRM lists or reports into structured Google Sheets with a single click.
🧩 Custom Mapping: Define how fields are mapped between SuiteCRM modules and your spreadsheet columns.
🔐 Secure & Controlled: Set permissions and usage controls to manage who can access and sync data.
Benefits:
Enables advanced reporting and analysis using Google Sheets’ capabilities
Simplifies data entry and mass updates
Improves collaboration by allowing teams to work in Sheets and sync back to CRM
Reduces the need for manual CSV imports/exports
Keeps your data organized and actionable
Use Cases:
Sales and marketing reporting dashboards
Bulk lead or contact imports and updates
Territory or pipeline management via spreadsheets
Shared team metrics tracking
Compatibility:
Compatible with SuiteCRM versions 7.x and 8.x. Works with all Google Workspace and Gmail accounts.
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