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InboxCRMby AppEQ

Google Sheets Sync for Customer Success

Bulk-import, export and analyze accounts & engagement data—without leaving your spreadsheet.

Try the Sheets Integration
Trusted by CS teams to streamline data workflows

Click to watch demo

Why Sheets + InboxCRM?

Stop Context-Switching

Keep your favorite data model (Sheets) in sync with your inbox workbench

Stay Audit-Ready

Every change is timestamped and automatically logged against accounts

Combine Any Data

Blend CS metrics with finance, support or product analytics in one place

Key Benefits

Bulk-Import & Export

  • Select hundreds of rows once, instantly pull into InboxCRM
  • Export filtered account lists or custom segments back into Sheets

Pre-Built Report Templates

  • "Renewals at Risk" template
  • "Engagement Delta" pivot report
  • Customizable column mappings

Two-Way Sync

  • Edits in Sheets flow live into your inbox workbench
  • Status flags update in your spreadsheet on schedule
  • Formula-friendly CSV feeds for advanced analysis

How It Works

Get started in 3 simple steps

1

Connect Your Sheet

Grant one-click access to your Google account

2

Map Your Columns

Link "Account Name," "ARR," "Health Score," etc.

3

Sync & Automate

Schedule hourly or manual sync; see updates in both tools

"We cut QBR prep time by 60%"

"Our CS Ops team used to wrestle with CSV exports. Now we push account health straight into our exec deck Google Sheet—automatically."

AC

VP Customer Success

DemandFarm

Features at a Glance

2-way sync (import & export)
Custom field mapping & templates
Scheduled and on-demand pulls
Audit log & change history
Works alongside Salesforce, Zendesk
Formula-friendly data feeds

Ready to Streamline Your Spreadsheets?

Connect your Google Sheets and start syncing your customer success data in minutes.

Connect Your First SheetSee All Integrations

No credit card required • Works with existing Google Workspace