What you get with Google Sheets
Keep lead details in a spreadsheet your team already uses.
Automatic exports
Push selected conversation fields into the sheet you connect.
Stay in tools you know
Owners and managers can filter and share Sheets without learning a new CRM first.
Scoped access
CXWizard works with the spreadsheet you choose, not your entire Google Drive.
How Google Sheets sync works
Connect, pick the sheet, map columns, then let qualified chats land as rows.
- 1
Connect Google Sheets
Authorize Google from the CXWizard integrations page. Our Google Sheets guide walks through every step.
- 2
Choose the spreadsheet
Paste the sheet URL or ID for the file you want CXWizard to use.
- 3
Map the columns
Decide which contact and conversation fields write into which columns.
- 4
Run your agents as usual
As chats qualify, rows update so your team can follow up from the sheet.
Setup guides
Step-by-step tutorials for connecting this integration in CXWizard.
Works with your stack
Connect the systems you already run, from messaging and commerce to scheduling, sheets, and custom APIs, so work stays in the tools your team already uses.
View all integrations
Google Sheets integration FAQs
Common questions about Sheets sync with CXWizard.
Does CXWizard read my whole Google Drive?
No. Access is limited to the spreadsheet you connect.
Can I use an existing sheet?
Yes. Connect the sheet you already use and map columns to match your headers.
Is this a full CRM?
No. Sheets sync is for teams that want a simple export and pipeline view. You can still use a CRM through custom API tools if needed.
Which channels can write to the sheet?
Any conversation your agent handles can feed the export once sync is configured.
How much does it cost?
CXWizard plans start at $40/month with a 14-day free trial. Google Workspace billing stays with Google.