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Build an app on Google Sheets

Transform your Google Sheets data into a powerful app with Zite. This guide shows you how to create a CRM dashboard connected to Google Sheets as your database - no coding required.
Time to complete: 5 minutes
Prerequisites: A Google account with access to Google Sheets

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What you’ll build

By the end of this guide, you’ll have:
  • A fully functional CRM app connected to Google Sheets
  • A customized interface with your branding
  • A shareable link for your team
1

Start with a Prompt

Open Zite and describe your app idea in the chat. For this example, type:
“Build a CRM dashboard connected to Google Sheets”
Zite will understand your requirements and begin creating your app.
Choose a form type
2

Connect to Google Sheets

When prompted, click Connect to link your Google account. This allows Zite to:
  • Read and write data to your sheets
  • Create new sheets if needed
  • Sync data in real-time
Choose a form type
3

Select or Create Your Data Source

Choose how to set up your data:
  • Use existing sheet: Select a sheet from your Google Drive
  • Create new sheet: Let Zite create a structured sheet for your CRM
If creating a new sheet, Zite will automatically set up columns for common CRM fields like Name, Email, Company, Status, etc.
Choose a form type
Once the app is connected to Google Sheets, click Continue in the chat to begin building your CRM app.
Choose a form type
4

Watch Your App Come to Life

Zite automatically:
  • Creates forms for data entry
  • Builds tables to display records
  • Sets up filters and search functionality
  • Generates an interactive preview
Choose a form type
5

Customize Your Design

Click Edit to personalize your app:
  • Branding: Add your logo and company colors
  • Layout: Rearrange components and sections
  • Typography: Choose fonts that match your brand
  • Fields: Add or remove data fields as needed
Click Save when you’re satisfied with the design.
Choose a form type
6

Add User Authentication

Secure your CRM by typing in the chat:
“Add user login”
Zite includes enterprise-grade authentication with:
  • Email/password login
  • Password reset functionality
  • Session management
Choose a form type
Zite will build your user login and show a preview when it’s completed.
Choose a form type
7

Customize Your Login Page

Click Edit on the login page to:
  • Add your company logo
  • Customize welcome messages
  • Match your brand colors
  • Set up login requirements
Click Save to apply changes.
Choose a form type
8

Configure Access Control

Navigate to Users → Settings to set access permissions:Access Options:
  • Public: Anyone can sign up
  • Invite-only: Only invited users can access
  • Domain-restricted: Limit to specific email domains
Choose a form type
For our CRM app, we only want zite.com company members to be able to access the CRM. Select Only Allowed Domains, enter your domain, and then click Save.
9

Deploy and Share

Click Share to get your live app URL. You can:
  • Send the link directly to team members
  • Embed the app in your website
  • Add it to your company’s internal tools
Your app is now live and syncing with Google Sheets in real-time!
Choose a form type

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Next Steps

Now that your Google Sheets app is live, explore these advanced features:

Add Workflows

Automate tasks like sending emails when new records are added

Create Reports

Build dashboards with charts and analytics from your data

Set Permissions

Control who can view, edit, or delete specific data

Mobile Optimize

Ensure your app works perfectly on all devices

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Common Use Cases

Beyond CRM, you can build various apps on Google Sheets:
  • Inventory Management: Track stock levels and orders
  • Project Trackers: Manage tasks and deadlines
  • Employee Directories: Maintain team information
  • Event Registration: Collect attendee information
  • Budget Planners: Monitor expenses and revenue
Need help? Contact our support team at support@fillout.com.