Turn Google Sheets leads into an agency follow-up workflow
Spreadsheets are useful for collecting and exchanging data, but follow-up becomes difficult when ownership, notes, and pipeline status live in different places. LeadsCrux imports spreadsheet records into the relevant client workspace so the team can manage the work after capture.
How the Google Sheets workflow works
- Connect: authorize the Google account that can access the source spreadsheet.
- Select: choose the spreadsheet and the correct worksheet tab.
- Validate: check that the required columns contain consistent lead data.
- Import: bring the records into the intended client organization workspace.
- Follow up: assign owners, add notes, and move leads through the pipeline.
Before importing a large sheet
Remove test rows, standardize phone and email fields, confirm that your agency has permission to process the data, and import a small sample first. Keep a recoverable copy of the source sheet.
Frequently asked questions
Can LeadsCrux import leads from Google Sheets?
Yes. Connect your Google account, choose a spreadsheet and tab, validate the required columns, and import the records into the appropriate organization workspace.
Does LeadsCrux edit the original spreadsheet?
LeadsCrux requests read-only Google Sheets access for browsing spreadsheets and importing lead data. It does not edit or delete the source spreadsheet.
Should an agency test the import first?
Yes. Start with a small, representative set of rows. Confirm contact fields, client workspace, ownership, and status before importing a larger lead list.