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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
What you’ll build
  • A fully functional CRM app connected to Google Sheets
  • A customized interface with your branding
  • A shareable link for your team

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How to build a CRM with Google Sheets

1

Connect to Google Sheets

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

Select or Create Your Data Source

Choose to set up with an existing sheet from your Google Drive or let Zite create new sheet.Choose a form type
When creating a new sheet, Zite will automatically set up columns for common CRM fields like Name, Email, Company, Status, etc.
Once the app is connected to Google Sheets, click Save in the popup or Continue in the chat to begin building your CRM app.
3

Customize your design

Click Edit to personalize your app with:
  • 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
4

Add User Authentication

Click + or type:
“Add user login”
Screenshot 2025 12 17 At 3 37 17 PMClick Edit on the top right to customize your login page.
5

Configure access control

Naviate to Login on the top menu and choose who can Sign up.Screenshot 2025 12 17 At 3 46 28 PMFor our CRM app, we only want zite.com company members to be able to access the CRM. Select Only allowed domains, add your domain, and then click Save.
6

Deploy and share

Click Share on the upper right corner to get your live app URL. You can send the link or embed it in your website or company’s internal tools.That’s it! Your app is now live and syncing with Google Sheets in real-time!

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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.