How to create a spreadsheet CRM in Google Sheets (+ free CRM template)
The Zapier Blog
JUNE 18, 2025
How to build a CRM in Google Sheets in 4 steps Create a customer relationship management database Track interactions in your spreadsheet CRM Ensure consistency with data validation Create a simple dashboard 1. A dedicated ID solves that mess by making sure your customer data remains structured. Go to Data > Data validation.
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