Copy from Pipeline

✉

Copy All Emails

Copy All Instagram

Export

⬇

Export Pipeline CSV

Show:

People pipeline

Contacts

Your saved prospects and customers

⌕

Copy Socials

Copy All Socials

Copy All Instagram

✉

Copy All Emails

Export / Import

⬇

Export as CSV

Import CSV

Manage

Find & Remove Duplicates

Remove Empty Contacts

Filters

0 selected

Daily execution

Tasks

Create follow-ups in plain English, then work through what needs doing next.

Quick add

Type naturally: “Call Jane tomorrow 3pm” or use the chips below.

Today Tomorrow This week Pick date

Time

High Medium Low

Set a time

Context

Notes

Store call notes, reminders, and useful context attached to your contacts.

Reusable outreach

Message Templates

Create reusable messages and use them from any contact profile.

⌕

Outbound setup

Email Settings

Choose how email links open when you tap an address or the Email button on a contact.

Currently using

Default Mail App

✓ Active

Choose your email client

Custom URL scheme

Your custom compose URL pattern

Available variables: {{email}} {{subject}} {{body}} {{name}}

Preview

When you tap email on a contact, it will open:

mailto:[email protected]

Note: Web-based clients (Gmail, Outlook web, Yahoo) open in a new browser tab. Desktop/app clients (Apple Mail, Windows Mail, Thunderbird, Spark) use URL schemes handled by your OS. On mobile, your installed apps will be offered automatically.

Connections

Integrations

Connect your CRM to external tools. Data syncs automatically on every save.

📊

Google Sheets Sync

Auto-sync all contacts to a Google Sheet on every update

● Live

Apps Script Webhook URL

Paste your Google Apps Script deployment URL here

Contacts Stages

Last synced: never

📋 Setup Guide

▼

Step 1 — Create your Google Sheet

Open Google Sheets and create a new spreadsheet. Name it anything you like (e.g. "Pipeline CRM").

Step 2 — Open Apps Script

In your sheet, click Extensions → Apps Script. Delete any existing code in the editor.

Step 3 — Paste this script

function doPost(e) {
  try {
    var data = JSON.parse(e.postData.contents);
    var ss = SpreadsheetApp.getActiveSpreadsheet();
    var stages = data.stages || [];
    var contacts = data.contacts || [];
    var headers = ["First Name","Last Name","Company","Email","Phone","Instagram","Website","Value","Tags","Notes","Created","Updated"];

    // Track which sheet names we use this sync
    var usedSheets = [];

    // ── One sheet per stage ──
    stages.forEach(function(stage) {
      var sheetName = stage.name.substring(0, 100); // Sheet names max 100 chars
      var sheet = ss.getSheetByName(sheetName);
      if (!sheet) sheet = ss.insertSheet(sheetName);
      sheet.clearContents();

      // Header row
      sheet.appendRow(headers);

      // Style header row
      var headerRange = sheet.getRange(1, 1, 1, headers.length);
      headerRange.setFontWeight("bold");
      headerRange.setBackground("#f3f3f3");

      // Contacts in this stage
      var stageContacts = contacts.filter(function(c) { return c.stage === stage.id; });
      stageContacts.forEach(function(c) {
        sheet.appendRow([
          c.firstName||"", c.lastName||"", c.company||"", c.email||"",
          c.phone||"", c.instagram||"", c.website||"", c.value||0,
          (c.tags||[]).join(", "), c.notes||"",
          c.createdAt ? new Date(c.createdAt).toLocaleDateString() : "",
          c.updatedAt ? new Date(c.updatedAt).toLocaleDateString() : ""
        ]);
      });

      // Auto-resize columns
      sheet.autoResizeColumns(1, headers.length);
      usedSheets.push(sheetName);
    });

    // ── Move stage sheets to the end, in pipeline order ──
    var allSheets = ss.getSheets();
    var nonStageSheets = allSheets.filter(function(s) {
      return usedSheets.indexOf(s.getName()) === -1;
    });
    // Keep non-stage sheets at front (index 0..n), then append stage sheets in order
    var insertPos = nonStageSheets.length;
    usedSheets.forEach(function(name, i) {
      var s = ss.getSheetByName(name);
      if (s) ss.moveActiveSheet && ss.setActiveSheet(s) && ss.moveActiveSheet(insertPos + i + 1);
    });

    return ContentService.createTextOutput(JSON.stringify({ok:true})).setMimeType(ContentService.MimeType.JSON);
  } catch(err) {
    return ContentService.createTextOutput(JSON.stringify({ok:false,error:err.message})).setMimeType(ContentService.MimeType.JSON);
  }
}

function doGet(e) {
  return ContentService.createTextOutput(JSON.stringify({ok:true,status:"Pipeline CRM webhook active"})).setMimeType(ContentService.MimeType.JSON);
}

Step 4 — Deploy as a Web App

Click Deploy → New deployment

• Type: Web app

• Execute as: Me

• Who has access: Anyone (no sign-in required)

Click Deploy, authorise when prompted, then copy the Web app URL.

Step 5 — Paste URL above & test

Paste the URL into the field above and click Save & Test. Your sheet will update automatically every time you add or edit a contact.

Automation

Workflows

Create sequences, add leads, and assign tasks per step.

Data movement

Import / Export

Bring contacts into the CRM, map their stage, remove duplicates, or export your current data.

1Choose default stageWhere unmatched contacts should go.

2Upload CSVDrop a file or browse from your device.

3Review mappingCheck duplicates and import clean data.

Export data

Download all contacts or just the current pipeline.

Import CSV

Start with a default stage, then upload your file. Duplicate removal stays on by default during import.

Default Status

Used when a row has no status, or its value can't be matched below

Duplicates found

↑

Drop your CSV here

or tap to browse · auto-maps common columns

Top Of CRM

Job Board

Review new opportunities as soon as the CRM opens, and send any posting straight into your contact pipeline with the original details attached.

Help document

Tutorial Document

Use this embedded guide when you need help setting up or using the CRM.