A WhatsApp CRM that lives in your Google Sheet

Inside Libromi Team Inbox, Gsheet CRM opens as a sidebar next to the conversation. Each time an agent switches chats, the sidebar looks up the contact’s phone number in your sheet’s phone column and shows the row it finds — name, stage, budget, notes, follow-ups, linked tables — editable in place. Move down a queue of twenty chats and the right customer appears beside each one without anyone searching.

The join is the phone number and nothing else, because it is the one identifier a WhatsApp conversation reliably has. Spreadsheets hold numbers typed by humans over years — 9876543210, 098765 43210, +91 98765-43210 — and the inbox holds them in international format, so both sides are normalised before they are compared. The app never guesses a country: a bare local number with no country configured for the workspace is left unmatched rather than assumed, because a wrong guess is how one customer’s chat lands on another customer’s row.

Three outcomes are designed for, and each has its own screen:

• One row matches — the lead is shown, and edits write to the sheet.
• No row matches — the sidebar says “Not in your sheet yet” and offers Add as a lead, with the name and phone number from the chat already filled in. The new row lands on the same board everyone else is working, and a Source column, if you have one, is stamped with the channel the lead came from. If a number is already in the sheet under another name, the app asks before creating a duplicate.
• More than one row matches — the sidebar says so and asks you to remove the duplicate in the sheet, rather than picking one at random and letting an agent edit the wrong customer.

Because the sidebar sits inside a live conversation, its automations can do things the standalone app cannot. When a lead is created from a chat or dragged to a stage, a rule can tag the conversation, assign it, post a note, add it to a group, set a contact field, mention a colleague or close the chat — as well as the sheet-side actions available everywhere (set a follow-up, write a note, set a field, assign the row to whoever has the fewest open leads).

Your Team Inbox roster can fill the sheet’s Staff tab, so the owner dropdown lists your real agents and each is matched to the name they use in the sheet. And on the larger plan, a quote generated from your own Google Docs template can be staged straight into the reply box with Send in chat: the PDF is attached exactly as if the agent had picked the file, and the agent still presses send — a quote reaching a customer is a decision a person makes. How templates and numbering work is on the quotes page.

This is not a WhatsApp client. Gsheet CRM does not connect to the WhatsApp Business API itself, send messages, or read chats; the messaging is Libromi Team Inbox’s job, and the CRM is the panel beside it. If you are not on Team Inbox, the standalone product at gsheetcrm.com gives you the same sheet, board, follow-ups, reports and roles without any chat surface at all — everything on the CRM for Google Sheets page works on its own.

Matching is by phone number only. A chat with no phone number saved cannot be matched, and the sidebar says so and lets you add the lead by hand. It does not match on name or email, because names repeat and a WhatsApp conversation rarely carries an email.

And the data boundary is unchanged by the integration. The app stores which Team Inbox user maps to which owner name and nothing about the conversation; the sheet remains the only copy of your customers, in your Drive, under the same drive.file permission described on the home page.

A workspace made on gsheetcrm.com and a workspace installed inside Team Inbox are the same kind of thing, and they can be the same workspace: from the app’s Configure screen in Team Inbox you can link an existing gsheetcrm.com account rather than starting a second sheet. Managers can then work the full-screen board and reports on the web while agents work the sidebar beside their chats, and both are reading and writing the one spreadsheet. Date-driven nudges — a renewal, a delivery date — run inside that sheet too; see reminders that fire from your own workbook.