Google Sheets Contact Sync
Use Google Sheets as a practical data source for customer profiles, segments, campaign fields, and operational updates before or alongside a deeper CRM or database integration.
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When Google Sheets Works Well
Many teams already organize customer data in spreadsheets. SMSLeopard can fit that workflow by turning spreadsheet rows into structured profiles that can support segmentation and personalization.
| Sheet column | Profile use |
|---|---|
| Name, phone, email | Core identity for SMS, WhatsApp, and surveys |
| Branch, location, region | Geographic targeting and branch-level follow-up |
| Product, plan, course, package | Product-specific campaigns and reminders |
| Last purchase, amount, payment status | Payment reminders, receipts, and retention campaigns |
| Preferred channel | Choose WhatsApp, SMS, or survey follow-up more intelligently |
Recommended Sheet Structure
Keep the first row as clear column headers. Use one row per customer.
name,phone_number,email,location,last_purchase,last_purchase_amount,preferred_channel,segment
Willis Salama,254700000001,willis@example.com,Nairobi,Premium bundle,KES 8400,WhatsApp,High frequency buyerSync Pattern
- Standardize your sheet columns.
- Map each column to a contact field or custom metadata field.
- Create or update contacts through the Contacts API.
- Assign groups or segments where needed.
- Use those fields inside SMS, WhatsApp templates, broadcasts, and surveys.
Google Sheets is often the fastest bridge between scattered customer data and a working customer profile. Start there if your team is not ready for a full CRM integration yet.