Google Sheets lead capture — overview
Turn new rows in a Google Sheet into TatvaCRM leads automatically. What it does, who can set it up, plan availability and how it works.
Many businesses already collect enquiries in a Google Sheet — from a Google Form, a website form, an event sign-up or a partner’s list. Google Sheets lead capture reads that sheet on a schedule and turns each new row into a lead in TatvaCRM, assigned to the right person, so nobody has to copy and paste.
What it does
- New rows become leads. Each row with a new ID becomes exactly one lead.
- Assigned by your rules. Every new lead goes to a fixed person, round-robin across a team, or your Unassigned queue.
- Read-only. TatvaCRM reads your sheet and never changes it.
- One tab per connection. Connect the tab that receives your enquiries.
- Scheduled, not instant. The sheet is checked every 5 minutes or longer — you choose.
Availability
Google Sheets lead capture is included in the Professional and Enterprise plans and is turned on on request: contact TatvaCRM support and we’ll enable it for your workspace. Until then, the Lead Capture page tells you what is needed.
Who can set it up
The workspace Owner or an Admin (or a custom role allowed to manage integrations) creates and changes connections. People who can view integrations can see each connection’s status but can’t change anything.
How it works, in four steps
- Connect Google. You sign in with Google and allow access to only the files you pick — not the rest of your Google Drive.
- Choose the spreadsheet and tab in Google’s own file picker.
- Set it up: the column that holds each row’s unique ID, which column goes into which lead field, who gets each lead, and what happens to rows already in the sheet.
- Turn it on. TatvaCRM checks the sheet on your schedule and creates leads from new rows.
Every row needs a unique ID in a column you choose — a submission ID, order number or reference that never repeats and never changes. That is how TatvaCRM makes sure each row becomes exactly one lead. See Before you start.