How to integrate Attio and Google Sheets (2025)
How to Integrate Attio and Google Sheets (2025)
Connect Attio and Google Sheets with a powerful two-way sync using Whalesync. This step-by-step tutorial shows you how to share live CRM data with your team and automate your workflows, whether you want to give non-sales teammates access to real-time Attio data or use Google Sheets to collect info and sync it back to Attio.
You will learn how to connect Attio and Google Sheets to Whalesync, map tables and fields to control data flow, build relationships between your People and Companies data, choose one-way or two-way syncs, and set filters so you only sync what matters.
The payoff: live data sharing with no extra CRM licenses, better collaboration for spreadsheet users, and easy data enrichment by collecting in Sheets and syncing to Attio.
Tools used: Whalesync (https://www.whalesync.com), Attio (https://attio.com), and Google Sheets.
🧹 GET SYNC-READY WITH SCRATCH (our companion app)
Before you turn on a sync, CRM and SaaS data is usually messy. Scratch cleans it up for you:
• Let AI do all the cleanup work to get your records sync-ready
• Make one-off bulk and batch edits across your data with AI
• Full visibility and backups of your SaaS content, so every change is easy to undo
👉 Try Scratch free: https://www.scratch.md
Chapters:
00:00 - Introduction: Syncing Attio to Google Sheets
00:37 - Preparing Your Data in Google Sheets
01:04 - Connecting Apps to Whalesync
01:42 - Mapping Tables & Creating Relationships
02:20 - Mapping Data Fields
02:38 - One-Way vs. Two-Way Sync Explained
03:35 - How to Map Relationship Fields
04:41 - Using Filters to Control Your Sync
05:29 - A Warning About Two-Way Syncs
05:56 - Initializing the Sync
06:38 - How to Link Records for Relationships
07:32 - Activating the Sync
08:14 - Live Demo: Deleting Data with a Two-Way Sync
09:21 - Recap & Final Thoughts
#Attio #GoogleSheets #CRM #TwoWaySync #NoCode #RevOps #Whalesync #Scratch