Lead Management - Sync Sheet

Add Leads via Google Sheets – Simplify Your Data Flow

Tired of manually typing in leads or client details? With Google Sheets integration, you can bring your contacts straight into IntoAEC — quick, seamless, and perfectly organized. Whether it’s hundreds of leads or a few key clients, syncing your sheet keeps everything accurate and instantly accessible inside your CRM.

No more messy spreadsheets or duplicate entries — just clean, connected data at your fingertips.

What You Can Do Here

• Import Leads and Clients Instantly: Skip manual uploads and bring data straight from Google Sheets.
• Maintain Consistency: Ensure all your contact details, emails, and numbers match across platforms.
• Save Time: Update once in Google Sheets and see it reflected in your CRM automatically.

Syncing Leads from Google Sheets

• Go to CRM → Lead Manager.
• Click Create Lead.
• Under the Create Lead section, select Sync Sheets.
• This option allows you to import lead data directly from a connected Google Sheet.
• When selected, a pop-up titled “Sync Google Sheet” will appear, displaying the message “Checking integration status…”
• If your Google account isn’t yet connected, you’ll see this message:
• “Google Calendar integration is not configured. Please configure your Google account to continue.”
• Click Configure to begin setup.
• A Google Sign-In pop-up will appear.
• Choose your Google account, review the permissions, and click Continue.
• Once your account is configured, enter your Google Sheet URL and click Sync to import your leads instantly.

• Once your account is configured, the Sync Google Sheet window appears (as shown below).
  1. Enter the Google Sheet URL that contains your lead data.
  2. Ensure the sheet includes the mandatory fields: Name, Email ID, and Mobile Number.
• 

Map Your Google Sheet Columns

After entering your Google Sheet URL and clicking Configure, the Column Mapping window will appear.

Here, you’ll match your Google Sheet columns to the corresponding IntoAEC fields to ensure data imports correctly.

How to Map Columns

1. Review the list of IntoAEC Columns (for example, Lead Name, Email, Mobile, etc.).
2. From the Mapped Column dropdown beside each field, select the matching column name from your Google Sheet.
3. Fields marked with a red asterisk (*) — Lead Name, Lead Email, and Lead Mobile — are mandatory.
4. Once mapping is complete, click Save to finalize the setup.Note: Your Google Sheet will sync automatically after saving. There’s no need to paste the URL again — doing so may create duplicate entries.
    Use clear and consistent column names in your Google Sheet (such as leadName or projectBudget) to help IntoAEC auto-match fields quickly and minimize mapping errors.

Pro Tips

• Keep your Google Sheet neatly structured with consistent column names — it makes data mapping smooth and error-free.
• Always ensure your Google account is configured before syncing to avoid connection interruptions.