A forecast sheet that stays current
Have report results from the CRM written back into the sheet your manager already opens, so nobody copies numbers by hand.
Go Fig + Google Sheets
Go Fig keeps the spreadsheets your team already uses current with the CRM, in Google Sheets or Excel Online.
Key facts
What you can do with Google Sheets in Go Fig
Your team still runs parts of the week from a spreadsheet, like the forecast sheet or the account list your manager checks. Go Fig reads the sheets you pick and can write report results back into them, so they stay current with the CRM. It works with Google Sheets, Excel Online, and Excel files on Google Drive. Go Fig only sees the files you pick or the ones it created.
Account lists in one place
Bring the account or territory sheet your team keeps into Go Fig, so it sits next to your deals.
Excel users included
Teammates who live in Excel Online or keep Excel files on Google Drive get the same results written back.
What Go Fig reads from Google Sheets
How to connect Google Sheets
Sign in with Google
Connect Google Sheets in Go Fig and sign in with your Google account (OAuth). Go Fig asks for Google's drive.file permission, which covers only the files you pick or the ones Go Fig creates.
Pick the sheets
Choose the spreadsheets Go Fig should read. Anything you don't pick stays out of view. Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Set how often it updates
It updates once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Choose where results go
Pick the Google Sheet, Excel Online workbook, or Excel file on Google Drive where report results should be written, so the sheet your team uses stays current with the CRM.
Questions about Go Fig + Google Sheets
Can Go Fig keep our spreadsheet current with the CRM?
Yes. Go Fig can write report results back into a Google Sheet, an Excel Online workbook, or an Excel file on Google Drive, so the sheet your team already uses stays current.
Can Go Fig see everything in my Google Drive?
No. It uses Google's drive.file permission, so it only sees the files you pick or the ones it created. The rest of your Drive stays private.
Does it work with Excel?
Yes. It works with Excel Online and with Excel files stored on Google Drive, as well as Google Sheets.
How often does the sheet data update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Where is our sheet data kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Ready to connect Google Sheets?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.