Google Sheets to HighLevel integration

Your spreadsheet of leads, in HighLevel

CRM Connector reads your Google Sheet, or an Excel or CSV file, and brings contacts, opportunities and appointments into HighLevel, matched before anything is created. Edit a row and the change follows, so your workflows work from the same list.

  • Google sign in, or an Excel or CSV upload
  • HighLevel stays the system of record
Google Sheets logoHighLevel logo

One way, into HighLevel

At a glance

Contacts, opportunities and appointments from your sheet arrive in HighLevel and stay current.

Google Sheets logoHighLevel logo

What syncs

  • ContactsOne way
  • OpportunitiesOne way
  • AppointmentsOne way
What holds for each system on its own:How Google Sheets behavesHow HighLevel behaves

How it runs

One way, into HighLevel

Google Sheets sends and HighLevel receives, for every record type. A change made in HighLevel stays there and is never sent back into Google Sheets.

Options for Google Sheets and HighLevel

  • Only records from a date you pick
  • Only records above an amount you pick
  • Everyone, customers only or leads only
  • Only contacts with a tag you pick
How a sync from Google Sheets into HighLevel runs, step by step

Record by record

What flows from Google Sheets into HighLevel

Which Google Sheets field matches which HighLevel field, and what each change does.

One way, from Google Sheets into HighLevel

Google Sheets logoFieldsHighLevel logo
  • Name, or first and last nameOn every changeFirst name, last name
  • CompanyOn every changeCompany
  • EmailOn every changeEmail
  • PhoneOn every changePhone
  • Street, city, state, postcode, countryOn every changeStreet, city, state, postal code, country
  • Second address lineOnly in Google SheetsNot in HighLevel
  • Lead sourceOn every changeSource
  • Customer or leadWhen createdContact type
  • TagsOnly in Google SheetsNot in HighLevel

It happens in Google Sheets, then in HighLevel

  • A new row

    • Looked for in HighLevel on email, then on phone, and updated when found.
    • Otherwise a new contact is created.
  • Rows with the same email

    Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.

  • A cell changes

    The same change is made to the HighLevel contact on the next sync, where HighLevel takes it.

  • A row is deleted

    The contact stays in HighLevel: a sync never deletes.

FAQ

Questions about Google Sheets and HighLevel?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

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You
With CRM Connector Platform, what can I sync from Google Sheets into HighLevel?

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Sign in to Google Sheets and HighLevel, confirm what flows into HighLevel, and watch the first sync run.