Google Sheets is one of the most widely used spreadsheet applications in the world, often acting as a lightweight database for small teams and a reporting layer for larger ones. Connecting Google Sheets to WellPlan lets contacts, deals, custom fields, and form submissions sync to specific tabs in real time, and lets new rows in a Sheet trigger workflows in the CRM. This makes Sheets useful as both an inbox for external data sources and an export destination for reporting in tools like Looker Studio or pivot tables.
Features
Common use cases
Build a lightweight reporting layer
A marketing agency exports new leads, deal stage changes, and campaign performance into a Google Sheet daily. The Sheet feeds a Looker Studio dashboard for client reporting, removing manual exports from the team's weekly routine.
Ingest leads from external lists
A B2B sales team buys a targeted list and drops it into a Google Sheet. A WellPlan trigger imports each new row as a contact, applies the right tags and pipeline stage, and assigns the lead to an SDR for outbound outreach.
Sync custom field updates
An e-commerce business tracks supplier lead times in a shared Google Sheet. When a row updates, a WellPlan workflow pushes the new lead time into a contact custom field, which downstream marketing emails reference when promising shipping speeds.
How setup works
- 1Have a Google account with edit access to the Sheet you want to connect.
- 2Open WellPlan's Integrations settings and click Connect Google Sheets.
- 3Authorize WellPlan through Google's OAuth flow, granting access to the specific Sheets you select.
- 4Map columns to WellPlan contact fields and configure triggers for new rows or row updates.
Frequently asked questions
Will rows sync in real time?+
New and updated rows typically sync within a short polling interval, often a minute or less depending on volume. For truly instant triggers, many users front their Sheet with a Google Form or use Apps Script to push to a webhook the moment a row is added.
Can I send updates from WellPlan back to a Sheet?+
Yes. Workflows can append rows or update existing rows in a connected Sheet — for example, logging every new contact, every deal won, or every form submission. This is the easiest path to ad-hoc reporting without a full BI tool.
What happens if a column is renamed?+
If a mapped column is renamed in Google Sheets, the integration may fail until the mapping is updated inside WellPlan. To avoid surprises, treat your synced Sheet as a structured data source and avoid renaming columns once workflows depend on them.
Does it work with Google Workspace accounts?+
Yes. Personal Gmail accounts and Google Workspace accounts both support the integration. Workspace admins can control which third-party apps users in their domain are allowed to authorize through Google's standard admin controls.