Sharing Your Google Sheet
Share your submissions spreadsheet with teammates and collaborators.
Finding your Google Sheet
You can open your Google Sheet directly from Lead to Sheet in two places:
- Dashboard — click "Open Google Sheet" in the Google Sheets integration card
- Forms & Leads — click the sheet link at the top of the page
You can also find it in your Google Drive. Look for a folder called "Lead to Sheet" containing a subfolder named "Form Sync – [Your Business Name]".
Adding collaborators
You can share your Google Sheet with teammates or clients directly from Lead to Sheet:
- 1
Click "Manage Access"
On your Dashboard or Forms & Leads page, click the "Manage Access" button next to the Google Sheets link.
- 2
Enter an email address
Type the email address of the person you want to share with.
- 3
Send the invitation
Click "Share". The person will receive an email invitation from Google Drive and will be able to view and edit the spreadsheet.
Note
Collaborators are added as editors, meaning they can view and edit the spreadsheet contents. They cannot delete the spreadsheet or change its sharing settings.
Removing access
To remove someone’s access to your Google Sheet:
- 1
Open the Manage Access dialog
Click "Manage Access" on your Dashboard or Forms & Leads page.
- 2
Find the person in the list
You’ll see a list of everyone who currently has access.
- 3
Remove their access
Click the remove button next to their name. Their access will be revoked immediately.