CRM to Spreadsheet

Bulk update customers and deals from a spreadsheet

Update your CRM deals in a spreadsheet so you can help customers quicker. Use formulas, AI, and bulk updating to move fast.

Empowering top operators — From startups to enterprises

Webflow
Series C
$330M
Descript
Series C
$100M
Close
Deepgram
Series B
$72M
Gorgias
Series C
$30M
Givebutter
Series A
$50M
Clay
Series B
$46M
Guru
Series B
$30M
Wrapbook
Series B
$100M
Get in sync

Manage your CRM from a spreadsheet

Automatic sync 24/7

Save time by using a purpose built tool for data synchronization rather than managing it yourself.

Extend your CRM with internal apps

Build internal tools that take your CRM to the next level of collaboration and personalization.

No engineers necessary

Whalesync lets non-devs build scalable, reliable syncs.

Connectors

Connect your apps and spreadsheets with ease

Apps

Live

HubSpot

CRM

A leading CRM platform that provides software and support.

View connector
Live

Salesforce

CRM

The world's most popular customer relationship management (CRM) platform.

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Live

Attio

CRM

A customer relationship management tool for everyone who values collaboration.

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Live

Affinity

CRM

A relationship management platform created to expand and improve the traditional CRM.

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Live

Close

CRM

A powerful CRM platform for sales teams, combining communication, task management, and reporting.

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Live

Pipedrive

CRM

A CRM platform developed from the salesperson’s point of view.

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Live

Copper

CRM

A CRM platform designed for Google Workspace users, offering seamless integration, automation, and support to streamline your business processes.

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Live

Outreach

CRM

A cloud-based sales engagement platform that streamlines the outreach process

View connector
Live

Microsoft Dynamics 365 Sales

CRM

A cloud-based business application designed to streamline sales processes with AI-powered CRM capabilities

View connector
Live

Zoho CRM

CRM

An online Sales CRM software to help manage your customer operations in one CRM platform.

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Spreadsheets

Live

Airtable

Spreadsheet

An easy-to-use online platform for creating and sharing relational databases.

View connector
Live

Notion

Spreadsheet

An all-in-one workspace for note-taking and project management.

View connector
Live

Google Sheets

Spreadsheet

A web-based spreadsheet program offered as part of Google Suite.

View connector
Use cases

Spreadsheets let you do more

Two-way sync Salesforce and Airtable

Power ops workflows with customer data directly from your CRM so you can help customers quicker.

Learn more

Connect Affinity with Notion

Enable investors to update Affinity from Notion so all your deals stay up-to-date.

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Live spreadsheets that sync back to your CRM

Build real-time reports & dashboards in Google Sheets powered by your CRM data. Then instantly sync updates back to your CRM, so RevOps and Sales are always aligned.

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Build enterprise-grade integrations

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How it works

Connect your CRM in minutes

Whalesync is purpose-built to connect CRMs to spreadsheets, all you have to do is map your data and activate.

1

Choose apps

Choose the apps you want to sync from our growing library of connectors.

2

Map fields

Select the tables and fields that map together to fit your workflow.

3

Start syncing data

Turn syncing on and watch your data instantly update across your apps.

HubSpot
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HubSpot
Notion
HubSpot x Notion

2-way sync

True bi-directional data syncing so your tools and teams stay aligned.

Table mappings view of a sync in Whalesync

Real-time updates

Get up-to-date customer data in your CRM instantly so you never miss a lead.

Syncs page in Whalesync

Best-in-class CRM connectors

Support for more objects and fields (including custom objects) so you get everything you need in a centralized place.

New sync page in Whalesync
Case Study

Webflow built products 5x faster with Whalesync

How Webflow deployed Whalesync to launch three different internal products, resulting in significant time and efficiency savings and new, unique capabilities for their teams.

Read story
$4B valuation
600+ employees
30k
Data points synced

Webflow's marketing team can more confidently manage multiple streams of data because they trust Whalesync to handle the complexity of ensuring that data is updated across multiple, different live websites.

“If Whalesync didn’t exist, we simply wouldn’t have been able to build some of these products to the same degree of capability nor achieve the same time and efficiency savings that they provide.”

Corey Moen
Staff Brand Designer, Web
Security + Scale

Built for Enterprise

Sync your data with top-grade security, role based access control, SSO, and audit logs.

Whalesync Enterprise

Security

Enterprise-grade data safety with SOC 2 Type II, GDPR compliance, and encryption at rest monitored by Vanta.

Scale with support

Easily manage issues at scale, while knowing you have a dedicated account manager on stand by to support.

Other solutions

Spreadsheet all the things

Take advantage of everyone’s favorite tool by using spreadsheets to power your website, CRM, database, and more.

Spreadsheet to Spreadsheet

Two-way sync separate spreadsheet tools to let teams work where they already are.

View use case

Database to Spreadsheet

Two-way sync your database and spreadsheet to let teams work where they already are. Use formulas, AI, and bulk updating to move fast.

View use case

CMS to Spreadsheet

Manage the entire Webflow CMS from a spreadsheet. Use formulas, AI, and bulk updating to create thousands of pages.

View use case

Give your ops team superpowers

Syncs page of Whalesync