Sharing Your Google Sheet
Share your submissions spreadsheet with teammates and collaborators.
Finding your Google Sheet
You can open your Google Sheet directly from LeadToSheet on any of these pages:
- Overview — click "Open Google Sheet" in the Google Sheets card
- Sources — click "Open Google Sheet" in the Google Sheets summary at the top of the page
- Forms — click "Open Google Sheet" in the "Where your leads go" section
- Leads — click "Open Google Sheet" above the leads table
You can also find it in your Google Drive. Look for a folder called "LeadToSheet" containing a subfolder named "Form Sync – [Your Business Name]".
Adding collaborators
You can share your Google Sheet with teammates or clients directly from LeadToSheet:
- 1
Click "Manage Access"
On the Overview, Forms, or Leads page, click the "Manage Access" button next to the Google Sheet link.
- 2
Enter one or more email addresses
Type the email address of the person you want to share with. Click "Add Another Email" to add multiple recipients in one go — each address gets its own row.
- 3
Click "Grant Access"
Click the Grant Access button. Each person receives an email invitation from Google Drive and will be able to view and edit the spreadsheet.
Note
Collaborators are added as editors, so they can view and edit the spreadsheet. They can't delete it — you stay the owner. Because they're editors, they may also be able to share it with other people, so only add people you trust.
Removing access
To remove someone’s access to your Google Sheet:
- 1
Open the Manage Access dialog
Click "Manage Access" on the Overview, Forms, or 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.