Google Sheets Integration

Last updated: January 2026

Overview

Connect Google Sheets to Ralivi to automatically import leads from your spreadsheets. Perfect for importing leads from forms, marketing campaigns, or any other source that outputs to Google Sheets.

What You Can Do

  • Automatically import new leads from Google Sheets
  • Schedule automatic syncs (every 15, 30, or 60 minutes)
  • Map spreadsheet columns to CRM fields
  • Track import status directly in your sheet
  • Prevent duplicate imports
  • View sync history and results

Setting Up Your Google Sheet

Before connecting, your Google Sheet must be properly formatted:

Required Sheet Structure

  1. Create a sheet named "Leads" (case-sensitive)
  2. First row must contain column headers
  3. Each subsequent row represents one lead
  4. Include a "status" column to track imports

Required Columns

Your sheet must have these columns (names can vary, you'll map them later):

  • timestamp - When the lead was created
  • first_name - Contact's first name
  • email - Contact's email address
  • lead_source - Where the lead came from

Optional Columns

Include any of these for richer lead data:

  • last_name
  • phone
  • company
  • campaign_name
  • message (notes or description)
  • status (for tracking imports)
  • description

📋 Example Sheet Structure

timestampfirst_namelast_nameemailphonecompanylead_sourcestatus
2026-01-28 10:30JohnSmithjohn@example.com0412345678Acme CorpWebsite Form

Connecting Google Sheets

1

Go to Data Connections

Navigate to Settings → Data Connections in Ralivi.

2

Click "Connect"

Click the "Connect" button and select "Google Sheets" from the modal.

3

Authorize Google Sheets Access

You'll be redirected to Google to grant Ralivi permission to access your spreadsheets. Click "Allow" to continue.

4

Complete Setup

After authorization, you'll be redirected to complete the setup. Click "Complete Setup" to continue.

5

Provide Sheet URL

Enter the URL of your Google Sheet. You can find this in your browser when viewing the sheet. It looks like:

https://docs.google.com/spreadsheets/d/[SHEET_ID]/edit
6

Map Your Fields

Map your spreadsheet columns to CRM fields. Required fields must be mapped before you can continue.

7

Set Sync Frequency

Choose how often to automatically sync:

  • Manual only - Sync only when you click "Sync Now"
  • Every 15 minutes - For high-volume lead sources
  • Every 30 minutes - Balanced option
  • Every 60 minutes - For lower-volume sources
8

Start Syncing

Click "Sync Now" to import your first batch of leads. The connection is now active and will sync automatically based on your schedule.

Field Mapping

Field mapping tells Ralivi which spreadsheet columns correspond to which CRM fields. This is crucial for accurate data import.

How Mapping Works

  1. Ralivi reads the first row of your sheet to get column names
  2. You select which column maps to each CRM field
  3. Required fields (marked with *) must be mapped
  4. Optional fields can be skipped
  5. You can update mappings anytime by clicking "Edit Mapping"

💡 Mapping Tips

  • Column names don't need to match exactly - you map them manually
  • Map the "status" column to track which leads have been imported
  • Use "message" or "description" for longer form responses
  • Map "campaign_name" to track marketing campaign performance

How Syncing Works

What Gets Imported

During each sync, Ralivi:

  1. Reads all rows from your "Leads" sheet
  2. Filters for new leads (status is empty, "new", or "open")
  3. Skips leads marked as "imported" or "error"
  4. Creates new contacts and deals in your CRM
  5. Updates the status column to "imported" or "error: [reason]"

Duplicate Prevention

Ralivi prevents duplicate imports by:

  • Checking the status column before importing
  • Only importing rows without "imported" status
  • Matching contacts by email address
  • Updating existing contacts instead of creating duplicates

Sync Results

After each sync, you'll see:

  • ✓ Imported - New leads successfully created
  • ↻ Updated - Existing contacts updated
  • ✗ Errors - Leads that failed to import

Managing Connections

Manual Sync

Click "Sync Now" on any connection to immediately import new leads. This is useful for testing or when you need leads imported right away.

Change Sync Frequency

Click on the sync frequency (e.g., "Every 30 minutes") to change it. Select a new frequency from the dropdown and it will be saved automatically.

Update Field Mappings

Click "Edit Mapping" to change how your spreadsheet columns map to CRM fields. This is useful if you add new columns or restructure your sheet.

View Sync History

Each connection shows the last sync time and results. This helps you monitor import activity and catch any issues quickly.

Best Practices

Use a Status Column

Always include a "status" column and map it. This prevents duplicate imports and lets you track which leads have been processed.

Test with Manual Sync First

Before enabling automatic syncing, do a manual sync to verify your field mappings are correct and leads import as expected.

Include Lead Source

Always map the lead_source field so you can track where your leads are coming from and measure campaign effectiveness.

Monitor Sync Results

Regularly check sync results to catch any errors. If you see errors, check your sheet for missing required fields or invalid data.

Choose Appropriate Sync Frequency

Use 15-minute syncs for high-volume sources, 30-60 minutes for moderate volume, and manual for low-volume or one-time imports.

Troubleshooting

"Sheet named 'Leads' not found"

  • Ensure your sheet has a tab named exactly "Leads" (case-sensitive)
  • Check for extra spaces in the sheet name
  • Rename your sheet tab to "Leads" if needed

"Missing required columns"

  • Verify your first row contains column headers
  • Ensure you have columns for: timestamp, first_name, email, lead_source
  • Column names can be anything - you'll map them in the setup

Leads not importing

  • Check if leads already have "imported" in the status column
  • Verify required fields (email, first_name, etc.) are filled in
  • Look for error messages in the status column
  • Try a manual sync to see immediate results

Duplicate leads being created

  • Ensure you've mapped the status column
  • Check that status column is being updated after imports
  • Verify Ralivi has write access to your sheet
  • Don't manually clear the status column after import

Connection shows "error" status

  • Check if the Google Sheet still exists
  • Verify Ralivi still has access to the sheet
  • Try disconnecting and reconnecting
  • Check your Google account permissions

Common Use Cases

📝 Website Form Submissions

Connect your website form (Google Forms, Typeform, etc.) to output to Google Sheets, then sync those leads automatically into Ralivi.

📊 Marketing Campaign Tracking

Import leads from different marketing campaigns, using the campaign_name field to track which campaigns generate the most leads.

🎯 Event Registrations

Collect event registrations in Google Sheets and automatically create contacts in your CRM for follow-up.

📱 Social Media Leads

Export leads from Facebook Lead Ads or LinkedIn to Google Sheets, then sync them into Ralivi for nurturing.

Ready to Connect?

Set up your Google Sheet with the required structure and connect it to start automatically importing leads.

Go to Data Connections →