Your CRM data. In your spreadsheet.
Bring selected Bitrix24 CRM data into Google Sheets. Choose your fields and filters, connect a spreadsheet and keep your reports up to date on a schedule.
| Deal | Stage | Amount |
|---|---|---|
| Website refresh | In progress | 24,000 |
| Support renewal | Won | 8,500 |
| New office | Proposal | 16,200 |
A clear path from CRM to a working report
01
Choose what matters
Configure exports of deals or leads. Select fields, apply filters and include supported related CRM data.
02
Choose your spreadsheet
Connect a Google account and use Google Picker to select a spreadsheet you can edit, then choose the destination tab.
03
Keep reports current
Run a test export, enable scheduled updates and review results and errors in the operation journal.
Set it up once. Follow every run.
- 1
Open in Bitrix24
Install the application and open it from your portal. Your Bitrix24 access determines the available CRM data.
- 2
Connect and configure
Authorize Google, select a spreadsheet and configure the CRM fields, filters and export schedule.
- 3
Export and check
Check the output of a test run. Activate the schedule and use the journal to monitor subsequent exports.
You choose the file we can work with
Google access is used to identify the connected account and work with spreadsheets you select through the application. The drive.file permission limits file access to files used with the app. You can disconnect Google in the app or revoke access in your Google Account.
Read how we handle your data →Questions before connecting?
Contact us about availability, setup, your data or a support request. Never send passwords or access tokens by email.
admin@crm2spreadsheet.com