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Keep your leads in Google Sheets

更新于 2026年11月8日

这些文章目前只有英文版。

LeadFlow can keep a Google Sheet of all your leads current, for the owner who lives in spreadsheets or the accountant who asks for one. An admin connects a Google account once; LeadFlow creates one new spreadsheet in that Drive and keeps its Leads tab up to date within about a minute of a change, matched by the LeadFlow ID in column A. It never reaches any other file in your Drive — the permission it asks for only covers files it created.

Connect

  1. Open Settings → Google Sheets (every role can open this page; only admins can connect).
  2. Read the one-sentence contract on the card — it is also written into the sheet — then click Connect Google and allow the Drive permission.
  3. LeadFlow creates LeadFlow leads — your business, shares it with your team (admins can edit, everyone else can view), writes every lead, and shows Open sheet on the page. If a teammate's email is not a Google account, the page lists it under couldn't share with. When you deactivate a teammate or change their role in Settings → Team, their access to the sheet follows within a minute.

What LeadFlow will and will not touch

LeadFlow owns the Leads tab's columns from A (LeadFlow ID) to the last header it wrote. In that range it keeps rows up to date by id — never by position — so you may sort and filter freely. It never re-sorts rows, never touches columns you add to the right or other tabs, and clears (never shifts) a deleted lead's row. Anything you type into LeadFlow's columns is replaced at the next sync — change the lead in LeadFlow instead. Add your own notes in extra columns or tabs.

The Read me tab and the note on cell A1 show Last synced and the status, so you can tell a fresh sheet from a stale one without opening LeadFlow.

If the sheet stops updating

  • Couldn't sync — the LeadFlow ID column or header row was changed: someone deleted column A or the header row. Admins click Rebuild sheet; LeadFlow rewrites its own columns row by row from the top and leaves yours alone (they may no longer line up with their leads).
  • Paused — Google refused the last writes: Google was unavailable or rate-limited. Click Sync now; the nightly check also catches up.
  • Disconnected — Google access was revoked: the Google account removed LeadFlow or its password changed. Click Connect Google again.

Every one of these also emails the admins once.

Disconnect

Disconnect stops the updates. Your spreadsheet stays in Google Drive exactly as it is — it just goes stale from then on. Connecting again creates a fresh spreadsheet.

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Keep your leads in Google Sheets | LeadFlow Help