Salesmax.ai + Google Sheets: Your Data, Your Way

Q: Can I import leads from Google Sheets?

Yes, upload or sync a Google Sheet to bulk import leads with field mapping.

Q: How often does data sync?

Choose from real-time, hourly, daily, or weekly sync schedules.

Auto-export pipeline data, lead lists, and team reports to Google Sheets. Keep stakeholders updated without manual work.

Salesmax.ai

↔

Google Sheets

Why connect Salesmax.ai with Google Sheets?

Auto-Export Reports

Scheduled exports to Google Sheets

Custom Views

Create any data view with CRM fields

Stakeholder Sharing

Share live sheets with people who don't use CRM

Two-Way Sync

Import leads from Google Sheets too

How it works

Connect Google account

OAuth login with your Google Workspace account.

Choose data to export

Select pipeline, contacts, or reports to sync.

Set schedule

Daily, weekly, or real-time sync options available.

Use cases

Weekly sales reports

Auto-generate weekly pipeline reports in Google Sheets for leadership.

Lead import

Bulk import leads from existing Google Sheets into Salesmax.

Frequently asked questions

Can I import leads from Google Sheets?

How often does data sync?

Connect Google Sheets in minutes

Create your workspace. Integration setup is included in onboarding.