Google Sheets
- Part of Google Workspace
- Free with a Google account
- Apps Script built in
- Edit together, live
Where every form fill on this site lands first, and where we keep reports, plans and small client tools.
- 5kinds of form on this site that write a row
- 2tabs: one for leads, one for the newsletter
- 20 millioncells in one spreadsheet (Google's limit)
- 7tools it connects to
A spreadsheet that does more
Share it with a link
Give people view, comment or edit access, and see who changed what from the version history.
Formulas and pivot tables
Sort, filter and summarise a few thousand rows without any code, and chart the result.
Apps Script inside
A little JavaScript can run on a schedule, tidy a sheet, send an email or take a request from another tool.
Live data in a cell
Functions like IMPORTDATA and IMPORTXML pull a CSV or a web page straight into a sheet.
An API for automations
Share a sheet with a service account and n8n can append rows to it, which is how our forms get logged.
Plays with Looker Studio
Point a report at a sheet and it updates when the sheet does.
Sheets is where data starts for us. It's the first stop for form fills, the place we plan work, and a quick way to put numbers in front of a client without building anything.
Our lead log
Every form on this site posts to n8n, which writes a row before anything else happens. The contact, landing page, free climb and 50% off forms go on one tab, and newsletter sign-ups on another. Each row carries:
- the person's details and message
- the page they came from and the referrer
- the campaign and UTM values
After the sheet, a lead form becomes a person, a deal and a form record in Twenty. A newsletter sign-up goes to a Notifuse list and the CRM as a person only. If the CRM ever fails, we still have the enquiry. Values are written as plain text, so a phone number that starts with a zero keeps it.
Client form logs and small tools
- We've had a shop's contact, trade and newsletter forms each write a row to a CRM sheet as well as going into Klaviyo.
- Where enquiries are sensitive, a form can post to a small Apps Script web app that writes to a restricted sheet, so the details never pass through our other tools.
Planning
This site's rebuild was planned in a sheet: every page and route, every comment on the redesign, and the redirects to test. Anyone could comment on a row, and the team worked from the same list.
When a sheet stops being enough
If a sheet becomes something the business runs on, we move the data into the CRM or BigQuery and keep the sheet as a view of it.
Sheet, CRM or BigQuery?
A sheet is the right first home for a lot of data, and the wrong last one. Pick what the data is for and we'll tell you where we'd put it.
A lead log or a short list
| What matters | ||
|---|---|---|
| Setting up | A new sheet and you're going | A server, or a hosted account, and some set-up |
| Sharing | A link, with view, comment or edit access | Logins for the people who use it |
| Following up leads | Done by hand | Stages, tasks and a record per person |
| Repeat enquiries | You spot them yourself | Land on the same person record, though a repeat enquiry still opens a new deal |
Our pick: A sheet. It's where our own enquiries land first, anyone can read it, and there's nothing to set up. Move on when you start following people up.
Contacts you chase
| What matters | ||
|---|---|---|
| Following up | By hand | Stages, tasks and a record per person |
| Repeat enquiries | You spot them yourself | Land on the same person record, though a repeat enquiry still opens a new deal |
| Who sees what | Whoever you share the file with | Logins and permissions per person |
Our pick: Twenty, or HubSpot if that's what you use. Once people are moving through stages, a CRM gives you a record per person, tasks and a history. We keep the sheet underneath as the raw log.
Lots of data to report on
| What matters | ||
|---|---|---|
| How much it holds | Up to 20 million cells in a file | Built for very large tables |
| How you ask questions | Formulas and pivot tables | SQL |
| Who can use it | Anyone you share it with | People who are comfortable with SQL, or a report on top |
| Keeping the raw data | Easy to overwrite by accident | A table you load into and keep |
Our pick: BigQuery. When a report needs more rows than a sheet handles comfortably, or a number has to be checked back to the raw data, we put the data there and keep Sheets or Looker Studio on top.
Sheets' limit is from Google's help pages, October 2026. Twenty and BigQuery are described from our own use of them. See their pages for how we set each up.
What we connect it to
A spreadsheet holds data. It stays in step with the CRM or the ad accounts only if something is wired to do it.
n8nWrites each form fill to a sheet as a row.
Twenty CRMAfter the sheet, a lead form becomes a person and deal in the CRM.
KlaviyoShop form fills can go to a CRM sheet as well as Klaviyo.
Looker StudioA report can read a sheet and update when the sheet does.
BigQueryWhere data goes when a sheet gets too big or too important.
Google WorkspaceSheets is part of the Workspace we run the agency on.
GoogleSmall lists and, for some clients, paid figures that reports read from.
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Where we've used Google Sheets
Services that use it
We don't sell it on its own. Each of these services uses it alongside the rest of your setup.
- Place in the loop: AdsPaid MarketingGoogle, Meta and LinkedIn ads, run end to end and judged on the customers they bring in, not the clicks.Related tools: Google Ads, Meta, LinkedIn, Google Tag Manager (GTM)How it fits
- Management, Support & ReportingAfter launch, we check your ads, website and tracking every month, fix what slipped, and send you a report that ends with what to do next.Related tools: Looker Studio, Google Analytics 4 (GA4), BigQuery, Google AdsHow it fits
- Place in the loop: CRMCRM Management & EmailWe set up your CRM and your emails so every enquiry is saved with where it came from and followed up, and you can see which ones turn into customers.Related tools: HubSpot, Klaviyo, Twenty CRM, NotifuseHow it fits
What Google Sheets is
Google Sheets is Google's spreadsheet, and it runs in the browser. It's part of Google Workspace, free with a personal Google account and included in Workspace plans. A spreadsheet can hold up to 20 million cells, and anyone you share it with works in the same file at the same time.
Under the grid there's more than formulas. Apps Script is JavaScript that runs inside Google's own servers, and there's a Sheets API that other tools use to read and write rows. That's why a spreadsheet works well as the first stop for data coming from forms and automations.
Questions about Google Sheets
Straight answers on how we work, what it costs and what to expect. If yours isn't here, just ask.
Still have questions?
Talk to usHow do you use Google Sheets for campaign planning and management?
We use sheets for the plans that need many people to look at the same list: keyword lists, return on ad spend scenarios, page and redirect lists, and the comments on them. This website's rebuild was planned in one, with a row for every page and a tab for the feedback.
Once a plan turns into live work, tasks move to our task board and the sheet stays as the reference.
Can you build custom marketing calculators in Google Sheets?
Yes. A calculator is inputs and formulas, so a sheet is one way to try one out: someone changes an input and sees the result. We've built return on ad spend and commission scenario sheets this way.
Separately, our free calculators are four small web tools that run in the browser, with no email needed: budget, spend check against break-even return on ad spend, break-even return on ad spend, and cost per customer.
Can n8n handle complex multi-step marketing workflows, and how does it compare with Zapier?
Yes. We build multi-step workflows in n8n that branch on conditions, loop over lists, wait, run a bit of code and call any service with an API. Zapier can do multi-step work too, with paths, filters and delays, but it bills by task, so long workflows that run often get expensive. On an n8n server we run ourselves, you pay for the server, not the number of steps.
Here's one of ours: a form comes in on this site, the workflow checks it's valid and not a duplicate, a row goes into a sheet, a person, an opportunity and a form record are created in the CRM, the team gets alerts by chat and text, and a failure raises an alert too.
What are the most useful automations for a marketing agency?
The ones that move a lead along without anyone copying it. These are the ones we rely on, built in n8n:
- Form fill to CRM person, opportunity and team alert
- Real leads sent back to Google Ads as offline conversions
- Alerts when a workflow or a form fails
- A cache clear after a Webflow publish, where a site needs it
Zapier can do some of these too.
How can Google Sheets help with marketing data analysis?
Sheets is good for the first look at marketing data. You can drop in an export from Google Ads or GA4, sort and filter it, build a pivot table and chart the result in minutes, and share it with a link.
- Formulas and pivot tables for summaries
- Charts for a quick picture
- Import functions and add-ons for live data
- Comments and version history for a team
For recurring reporting we show the data in Looker Studio, reading a sheet where there's no connector and BigQuery where the data needs joining. See our ongoing management service.
How do you use Cursor for building marketing automation tools?
Our marketing automation runs in n8n. Cursor is the editor we build in, so it's where we write and review the code around it: small scripts, integrations and tools that connect your forms, sheets and CRM. A person checks everything before it goes live.
How secure is Google Sheets for sensitive marketing data?
A sheet is as private as its sharing settings. Keep it restricted to named people, use two-step verification on those accounts, and review who has access from time to time. Don't make it public or share with "anyone with the link" if it holds personal details.
For one sensitive form we built it so the enquiry goes straight to a restricted sheet through a small Apps Script, and the details never touch the site's other tools. If you have legal duties around the data, talk to us first, because a sheet may not be the right place for it.
Can Google Sheets connect to live data sources and APIs?
Yes, in three ways. Built-in functions such as IMPORTDATA, IMPORTXML and IMPORTHTML pull a CSV or a web page into a sheet. Add-ons can connect tools like ad platforms. And Apps Script or a tool like n8n can call any service with an API and write the result into a sheet on a schedule.
Which one fits depends on how often the data changes and who needs it. For writing rows we use n8n: on our own site, every form fill is written to a sheet as a row before anything else happens. For anything a business relies on, we'd rather write the data somewhere sturdier and keep the sheet as the view.
How can Google Sheets integrate with other marketing tools?
Through n8n. A workflow takes a form fill and writes a row to a sheet, and other tools read that sheet. We've also written a shop's orders to a sheet this way, and used Apps Script for one sensitive form that goes straight to a restricted sheet. On our own site, every form fill is logged as a row first. A lead form then becomes a person and deal in our CRM, and a newsletter sign-up becomes a list subscription and a person.
A Looker Studio report can read a sheet directly, so the numbers show up in a report without anyone opening the sheet.
What is Google Apps Script and how can it automate marketing tasks?
Apps Script is JavaScript that runs inside Google Workspace. It can read and write sheets, send email and run on a schedule or when a form posts to it.
We've used it for a form that writes sensitive enquiries to a restricted sheet. For anything bigger, with several services involved, we use n8n.
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What’s included in your performance reporting?
Spend, leads or sales, and cost per result by channel, using data we've checked first. Reports sit in a Looker Studio dashboard you can open any time, and each one ends with what we'd push, fix or stop.
What are the limitations of Google Sheets for marketing data?
Size is the first limit. A spreadsheet has a cap on cells, in the millions (check Google's current figure), and it gets slow well before that. Anyone with edit access can overwrite the raw numbers, and a sheet only follows a CRM or an ad account if something is wired to update it.
When a sheet starts to matter to the business, we move the data to a CRM or BigQuery and keep the sheet as a view.
Start with your numbers.
We'll tell you which tools you need and which connections are missing.
Bring your numbers.
We'll tell you if the spend makes sense.
- A 15-minute callYour goals, your challenges, and whether we're the right fit.
- A 1-hour discovery callWe dig into your numbers. Worth a hundred emails.
- A concrete planAds, a custom build or both, as a one-off project or ongoing.































