Perfex CRM Google Sheets Sync: What Two-Way Actually Means

Описание и применение

Синхронизация Perfex CRM и Google Sheets в реальном времени устраняет дублирование данных, упрощает отчётность и массовое редактирование, обеспечивая единый источник правды.

Задача

Teams keep spreadsheets and CRM data out of sync, leading to data drift and manual reconciliation.

Результат

Teams can maintain up‑to‑date reports and perform bulk edits without manual exports, reducing errors and saving time.

Рабочий процесс

• Install the module via Perfex Settings → Modules → Upload and activate.
• Create a new spreadsheet from the module dashboard; it is linked to Perfex.
• Edit data in either Perfex or Google Sheets; changes propagate instantly.
• Choose sync cadence: manual fetch or automatic via Perfex cron job.
• Manage access per employee and use request‑and‑grant for private files.

Доказательства

Export-only integrations quietly fail, and a two‑way approach earns its keep in reporting and bulk‑editing work.

Источник

The working loop is short: install, create sheet, edit anywhere, choose cadence.

Источник