https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo63.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo94.png
How to connect Google Sheets with Microsoft Dynamics CRM
Google Sheets / Microsoft Dynamics CRM
Documentation

Connect Google Sheets to Microsoft Dynamics CRM with LeadsBridge

Google Sheets » Microsoft Dynamics CRM

In this article, you'll learn how to set up the bridge and connect Google Sheets to Microsoft Dynamics CRM using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Google Sheets source

  1. Type in the name you'd like to call your integration
  2. Click on the Authorize button
  3. Login to the account you'd like to use
  4. Allow LeadsBridge to access your Google Sheets information
  5. Once done you'll be taken back to the bridge with a blue info success message
  6. Select the segment you'd like to use as the source for your leads
  7. Click on the Next button

Step 3: Setup your Microsoft Dynamics CRM destination

  1. Type in the integration's name in the dedicated field
  2. Enter Username, Password and CRM URL to connect Microsoft Dynamics CRM with LeadsBridge
  3. Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.
  4. Select the segmentation concept you'd like to use from the dropdown
  5. Click on the Authorize button
  6. Login to the account you'd like to use
  7. Allow LeadsBridge to access your Microsoft Dynamics CRM information
  8. You'll see the blue info success message at the top right of your screen
  9. Click on the Next button
  10. You'll now be able to select the destination segment to send your leads to
  11. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  12. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Google Sheets to Microsoft Dynamics CRM with LeadsBridge, do not hesitate to contact our Support!