Google Sheets module for Perfex CRM – Two-way Spreadsheets Synchronization

Google Sheets module for Perfex CRM – Two-way Spreadsheets Synchronization
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  • Product Version : 1.2.0
  • Product Last Updated : 20.09.2024



Introducing the Google Sheets Module for Perfex CRM – Two-way Spreadsheets Synchronization, a powerful integration that enhances the capabilities of Perfex CRM by enabling seamless synchronization with Google Sheets. This module facilitates efficient data management and real-time collaboration, making it easier for businesses to handle their data within the familiar interface of Google Sheets while keeping the CRM data up-to-date. Below is a comprehensive list of features provided by this module:

Features of Google Sheets Module for Perfex CRM – Two-way Spreadsheets Synchronization

  1. Two-Way Data Synchronization
  2. Automatic Data Updates
  3. Manual Sync Option
  4. Customizable Sync Settings
  5. Sync Multiple Sheets
  6. Field Mapping Configuration
  7. Selective Data Synchronization
  8. Scheduled Synchronization
  9. Real-Time Data Sync
  10. Sync Logs and History
  11. Error Reporting and Debugging
  12. Conflict Resolution Mechanism
  13. Data Transformation Tools
  14. Custom Filters for Data Sync
  15. Data Backup and Restore
  16. Permission Management
  17. Integration with Google Workspace
  18. Sync Customer Information
  19. Sync Invoices and Estimates
  20. Sync Project and Task Details
  21. Sync Leads and Opportunities
  22. Sync Contacts and Companies
  23. Sync Sales and Financial Data
  24. Spreadsheet Templates for CRM Data
  25. Custom Google Sheets Templates
  26. Data Encryption and Security
  27. User Authentication and Authorization
  28. API Integration for Custom Solutions
  29. Multi-Account Google Sheets Integration
  30. Support for Multiple Data Formats
  31. Real-Time Collaboration in Google Sheets
  32. Data Validation Rules
  33. Multi-Language Support
  34. Custom Notifications for Sync Events
  35. Mobile-Friendly Synchronization
  36. Integration with Other Perfex CRM Modules
  37. Advanced Reporting and Analytics
  38. Support for Complex Formulas and Functions
  39. Data Import and Export Features
  40. Extensive Documentation and Support

The Google Sheets Module for Perfex CRM – Two-way Spreadsheets Synchronization provides a versatile and user-friendly solution for businesses looking to integrate their CRM data with Google Sheets, offering flexibility and ease of use in managing and analyzing business data.

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Last update:

09-20-2024 02:55 PM

Published:

01-01-2024 10:30 AM

Version:

v1.2.0

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