Connect Kylas CRM and Google Sheets

Kylas CRM holds your leads, deals and quotations, but owners and finance teams often want them in a spreadsheet they can sort and share. FlowMattic writes Kylas CRM records into Google Sheets from your WordPress site and keeps each row current when the record changes, so reports start from data that matches the CRM.

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18 triggers 19 actions 6 example workflows 2 ready-made templates Unlimited runs

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When this happens in Kylas CRM12 triggers

Do this in Google Sheets19 actions

1. TriggerLead Created

2. ActionAdd New Row

When Kylas CRM fires Lead Created, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Kylas CRM and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Log Kylas CRM lead events in a sheet

Every lead that is created, updated or deleted in Kylas gets a row, giving you a history of the pipeline that sales and marketing can both read.

Lead CreatedAdd New Row

View the template

Keep one row per deal and update it as it moves

Look up the deal ID first. A Router updates the existing row when the deal changes stage and adds a row only for a new deal, so the sheet mirrors the pipeline.

Deal CreatedLookup Row DataRouterUpdate Row

Remove a lead's row when it is deleted in the CRM

A Filter lets only delete events through, then Lookup Row Data finds the lead and Delete Row removes it, so the sheet does not keep leads the CRM has dropped.

Lead CreatedFilterLookup Row DataDelete Row

Send quotations to a sheet finance can work from

Each quotation is written with its customer, products and total, so finance can forecast and prepare invoices without logging in to the CRM.

Quotation CreatedAdd New Row

Track every logged call by rep

Calls recorded in Kylas are added to a Calls tab with the rep and related lead, which makes weekly activity counts a simple sheet filter.

Call CreatedAdd New Row

List open tasks with readable due dates

Tasks created in the CRM land on a Tasks tab, with the due date formatted by Date/Time Formatter so the sheet sorts them in the right order.

Task CreatedDate/Time FormatterAdd New Row

Set up: lead events as rows

At the end, every lead event from Kylas CRM is written to your Google Sheet as one row.

Prepare the sheet
Add a header row such as Lead ID, Name, Email, Phone, Source, Owner and Event.
Connect Google Sheets
Under Connects, add a Google Sheets connection with an account that can edit the spreadsheet.
Start with Lead Created
Create a workflow with the Kylas CRM Lead Created trigger, follow its setup instructions and create a test lead so FlowMattic captures its fields.
Add New Row
Add Google Sheets Add New Row, map the lead fields to your columns, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Kylas CRM	To Google Sheets
Lead ID	Lead ID
First and last name	Name
Email	Email
Phone number	Phone
Source	Source
Owner	Owner
Event type	Event

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Most Kylas CRM triggers fire when a record is created, updated or deleted, not only on creation. Check the event type with a Filter or Router before you add, update or delete a row.
Store the record ID from Kylas in every row. Updates and deletes use it with Lookup Row Data to find the right row.
Custom fields you add in Kylas CRM come through with the record, so add a column for each one you want to keep.

Kylas CRM

Integration page

Triggers (12)

Lead CreatedTriggers when a new lead is created, updated, or deleted.
Contact CreatedTriggers when a new contact is created, updated, or deleted.
Deal CreatedTriggers when a new deal is created, updated, or deleted.
Company CreatedTriggers when a new company is created, updated, or deleted.
Product CreatedTriggers when a new product is created or updated.
Note CreatedTriggers when a new note is created or deleted.
Task CreatedTriggers when a new task is created, updated, or deleted.
Quotation CreatedTriggers when a new quotation is created, updated, or deleted.
Meeting CreatedTriggers when a new meeting is created, updated, or deleted.
Call CreatedTriggers when a new call is created, updated, or deleted.
User CreatedTriggers when a new user is created or updated.
Account UpdatedTriggers when an existing account is updated.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Kylas CRM and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Customer records stay on your server

Lead and deal data passes from Kylas CRM through your own WordPress site to the sheet, not through a third party's automation account.

Frequent updates need no bigger plan

Because updates fire too, a busy CRM sends many events. Runs are unlimited, so keeping the sheet current costs the same however active the team is.

Reports for people without a CRM seat

Owners, accountants and partners can read a shared sheet of deals and quotations without each needing a Kylas CRM login.

Common questions

Will the sheet update when a Kylas CRM lead changes?

Yes. Lead Created also fires on updates. Search the Lead ID column with Lookup Row Data, then use Update Row on the match so the sheet keeps one current row per lead.

Can a deleted lead disappear from the sheet too?

Yes. Put a Filter after Lead Created that passes only delete events, then Lookup Row Data and Delete Row. Or use Update Row to mark it deleted if you want to keep the history.

Which other Kylas records can go to Google Sheets?

Contacts, deals, companies, products, notes, tasks, quotations, meetings, calls and users each have a trigger. Give each one its own workflow and its own tab.

Can I build a pipeline report from the sheet?

Yes. Keep one row per deal with its stage and value, updated by the deal workflow, then use a pivot table or chart in Google Sheets to total by stage or owner.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Kylas CRM and Google Sheets

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Kylas CRM integration 1.0.0, Google Sheets integration 2.2.4.