Import from Google sheets

Bulk Import Leads from Google Sheets to 3sigma CRM

With the Google Sheets integration, you can easily import leads into 3sigma CRM from your Google Sheets. Whether you want to do a one-time import or set up continuous syncing, this feature streamlines the process of managing your leads.

Benefits of Google Sheets Integration

1. Effortless Bulk Import:

   • Quickly import leads from Google Sheets in bulk, saving you time and ensuring that your lead database is always up to date.

2. Continuous Syncing:

   • Set up continuous syncing to automatically import new leads added to your Google Sheets. This is perfect for ongoing projects, surveys, or any service that regularly collects data.

3. Easy Mapping of Fields:

   • Map your Google Sheets column names to the corresponding lead fields in 3sigma CRM, ensuring all your data is accurately imported.

Use Cases for Google Sheets Integration

• Lead Generation Campaigns:

  • Import leads collected from marketing campaigns or events to quickly add them to your CRM for follow-up.

• Survey Responses:

  • Sync responses from Google Forms surveys to capture potential leads and customer feedback seamlessly.

• Project Management:

  • Manage leads related to specific projects or initiatives stored in Google Sheets, making it easy to track and convert them.

• Sync google form leads

  • Use the import feature to import google responses connected to google sheets.

How to Import Leads from Google Sheets

Authenticate Your Account:

• Go to web.3sigmacrm.com and log in. Navigate to the Leads > create new leads>

• Select Import from Google Sheets. Click Connect and authenticate your Google account.

Select the Sheet to Import:

• Once connected, choose the specific Google Sheet you want to import leads from.

Map Column Names:

• Align the column names in your Google Sheet with the lead fields in 3sigma CRM. This step ensures that each piece of data is imported correctly.

Initiate the Import:

One time impor

• After mapping, click Import to bring your leads into 3sigma CRM.

Set Up Auto Sync (Optional):

• After the initial import, you will be prompted to create an auto-sync. This feature will automatically scan for new rows or leads in your Google Sheet and import them into 3sigma CRM, keeping your lead list current.

By integrating Google Sheets with 3sigma CRM, managing your leads becomes more efficient, helping you focus on engaging with potential clients and growing your business.

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