Introduction

Auto Export: Automatic export of CRM module data (e.g. contacts, leads) to Google Sheets when a new record is created or an existing record is edited.

Auto Import: Automatic import of rows from Google Sheets into CRM module data (e.g. contacts, leads) to create new records or update existing records.

Manual Export: Manually export CRM module data (e.g. contacts, leads) to Google Sheets.

Manual Import: Manually import rows from Google Sheets into CRM module data (e.g. contacts, leads) to create new records or update existing records.

Filters: Use Filter values to filter CRM module data and vice versa.