Google Sheets lead sync

Prepare your sheet

Use a Google Sheet your organization controls, with a stable header row and consistent Name, Phone and optional Email columns. Decide whether the sheet is a lead source, destination or both according to the active integration options.

Configure

1. Open Connect Hub → Google Sheets.
2. Follow the available provider/account or webhook setup instructions.
3. Select the desired CRM pipeline and entry stage.
4. Map source column names to SHVYA contact and custom attribute fields.
5. Save the configuration and trigger a single identifiable test row or integration event.
6. Confirm the resulting CRM lead, source label and field values.

Common mapping errors

• Phone values contain spreadsheet formatting or lost leading plus signs.
• A dropdown value does not match its allowed CRM option.
• Required columns are absent or mapped to the wrong field.
• The chosen stage is not active or is outside the selected pipeline.
• A duplicate normalized phone updates an existing lead instead of creating a new one.

Sync checks

Inspect last received/sync state and any displayed errors. If a row never appears, compare the integration event receipt and original sheet row before re-running a whole import.

CRM imports · Data sync troubleshooting.