CRM for agents and loan officers
Lead enrichment from Google Sheets, for every lead you have and every lead you get
A sheet writes into your CRM; another enriches new leads before they reach you.
Free tier on every product. No card.
| id | Lead score | Pre-approved | Persona |
|---|---|---|---|
| 4817 | 62 | No | Upsizer |
| 4821 | 87 | Yes | First-time buyer |
| 4833 | 41 | In review | Investor |
Maria Gonzalez
Follow Up Boss · lead 4821
Custom fields
- Lead score
- 87
- Pre-approved
- Yes
- Persona
- First-time buyer
Updated from your sheet
Lead enrichment from Google Sheets works in two places with SyncYak. For leads already in your CRM, a sheet keyed by lead id writes scores, tags, persona or pre-approval status into Follow Up Boss, Lofty, HighLevel or Cloze whenever a row changes. For new leads arriving by email, a Parse lookup matches each lead to a row of your sheet by email, phone, zip code or listing and adds its columns before delivery.
Both read sheets you share with SyncYak, so the people who already keep these spreadsheets keep doing it.
How it works
Enrich leads from a sheet in three steps
Pick what to enrich
CRM leads (CRM field mapping) or new email leads (Parse lookups), or both.
Share the sheet
Share it with SyncYak’s address and choose the id or match column.
Map the columns
To CRM fields, or to fields added to each new lead.
Lead scoring in Google Sheets, written into the CRM
Keep a score column next to each lead id, filled by hand or by a formula, and map it to a CRM field. Changed scores are written at your plan’s pace.
Enrich leads from a spreadsheet before they arrive
A Parse lookup can hold a lead when no row matches, or deliver it without the extra fields; you choose per lookup.
- Match on email, phone, zip code, listing or source
- Copy any columns into the lead
- Edit the sheet; the next lead uses it
Use cases
Enrichment people run
Territories
The agent who owns a zip code.
Scores
A priority for follow-up.
Campaigns
The campaign a source belongs to.
What you get with CRM sync
CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.
Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.
- Every lead syncs on every plan; the plan sets the batch size and how often
- Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
- Invite links let whoever administers a CRM connect it without a SyncYak login
- A request log of every pull, webhook and push, kept for your plan’s window
Frequently asked questions
Something else? Write to [email protected] and a person answers.
Is this the same as field mapping?
CRM enrichment is field mapping with a sheet as the source. Parse lookups are a separate feature for new leads.
Which plans include it?
Field mapping and lookups start on paid plans; see the pricing page.
Can I use a database instead of a sheet?
Yes. CRM field mapping reads a from_syncyak_ table just the same.
Is there a free plan for CRM?
Yes. CRM has a free tier with no card and no end date: 1 crm, 100 leads every hour, postgres or mysql destination. Paid tiers start at $29 a month, and you can move up or down at any time.
Can I use the other SyncYak products on the same account?
Yes. Email parsing, the mailbox API, CRM sync, error tracking and tunnels share one login, one team, one API key system and one bill. Each product has its own tier, so you only pay more for the one that grows.
Related
Related solutions
Start with CRM free
1 CRM, 100 leads every hour, Postgres or MySQL destination, free every month. Set up in minutes, and add the other SyncYak products on the same account when you need them.
Free tier on every product. No card.
Google Sheets is a trademark of its owner. SyncYak is not affiliated with or endorsed by it.