CRM to Google Sheets, and back into your CRM

Update the CRM from a spreadsheet

Field mapping reads a tab like a table: a header row, one row per lead, an id column. Only new or changed rows are sent, at most your plan’s leads per batch each interval, and an empty cell never clears a CRM field. The starter sheet helper fills an empty tab with your lead ids.

What you get with CRM sync

CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.

Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.

• Every lead syncs on every plan; the plan sets the batch size and how often
• Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
• Invite links let whoever administers a CRM connect it without a SyncYak login
• A request log of every pull, webhook and push, kept for your plan’s window