Google Sheets steps
Enterprise EliteWrite lead data to a sheet in any workflow.
Google Sheets integration
Send your travel leads to Google Sheets automatically
Some people will always want a spreadsheet. Use Google Sheets steps in TripClap CRM's workflow builder to send leads and updates to a live sheet, without anyone exporting or copying data.
Enterprise EliteIncluded on Enterprise Elite. Compare plans
- No credit card needed
- Every feature unlocked in the trial
- Hindi and English support
Kerala · Priya S.Facebook · New
Dubai · Amit K.Website · Follow Up
Kashmir · Mehta familyGoogle Ads · Matured
Why it matters
Share the numbers without sharing your CRM login
Manual exports
- Downloading and emailing spreadsheets
- Out-of-date numbers by the time anyone reads them
- Partners asking for logins
Live Google Sheets
- Rows added automatically by a workflow
- Always current
- Share a sheet, not the CRM
How it works
How it works
- Step 1
Create a workflow
Open the workflow builder.
- Step 2
Pick a trigger
For example a new lead or a status change.
- Step 3
Add a Sheets step
Choose the sheet and the fields to write.
- Step 4
Share the sheet
Share with owners or partners.
What you get
What you can do
Lead event triggers
Enterprise EliteNew lead or status change.
ChatGPT steps
Enterprise EliteAdd summaries before writing to the sheet.
Run logs
Enterprise EliteSee every run.
Zapier and n8n
Enterprise EliteFor more complex syncing.
Reports in the CRM
All plansDashboards and reports on every plan.
Guide
Good uses for a lead sheet
- A daily new-leads sheet for owners who don't log in
- A matured-bookings sheet for your accounts team
- A sheet per partner showing only their leads
Most reporting is better inside the CRM's dashboards. Use Sheets when someone outside the CRM needs the data.
Who uses it
Who uses this integration
“Game-changer for our agency. Generating quotations and tracking leads is a breeze, with comprehensive reports on leads, bookings and payments.”
FAQ
Google Sheets integration questions
Does TripClap CRM integrate with Google Sheets?
Yes. The workflow builder on Enterprise Elite includes Google Sheets steps.
Can I export leads without automations?
Leads can be exported, and bulk import from Excel is on Pro Plus and above. Live automatic syncing uses automations on Enterprise Elite.
Can I try it free?
Yes. The 7-day free trial runs on Enterprise Elite.
Related
Works together with
Keep a live lead sheet
Your 7-day free trial runs on Enterprise Elite, so every feature is unlocked. No credit card needed.