0 companies Not synced
Companies

No companies loaded

Configure your Google Apps Script in settings to get started

0 contacts
Contacts

No contacts loaded

Load data from your Google Sheet to see contacts

Profile

Select a Contact to view Information

Due Tasks

No tasks due

Tasks will appear here when contacts have active sequence steps

Tasks

Select a task to execute

Activity Log

0 log entries
Templates

No activity logged

Your communication history will appear here

Templates

Select a log entry to view details

🎬 Video Library

0 / 5 videos

Record and save videos to use in your emails and sequences. You can store up to 5 videos.

🎬

No saved videos yet

Record videos to use in your emails and sequences

Sequences

Tasks

No sequences created

Create sequences to automate your outreach workflow

Edit

Select a sequence to edit or create a new one

Report Filters

Contact Info
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Company & Location
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Status & Sequence
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Lead Details
Include Exclude
Include Exclude
Include Exclude
Include Exclude
Financial & Dates
Include Exclude
to
Include Exclude
to
Include Exclude
to

Saved Reports

Report Results

Reports

Select filters and click "Generate Report" to view insights

Reports help you analyze your outreach performance

Inbox

0 emails

Call History

0 calls
📞

No call history

Your call logs will appear here

📞

Select a call to view details

December 2025

Sun
Mon
Tue
Wed
Thu
Fri
Sat
??

Loading...

Member since: --

Account Information

Not set
--
None
Not connected

Subscription

Loading...
--
--
$29.95/month

⚙️ Settings

🔗 Google Sheets Connection
📧 Email Integration
📅 Calendar & Booking
📞 Phone System
👤 User Preferences
✍️ Email Signature
📊 Column Mapping
🏷️ Tag Options
🧩 Extension Setup Instructions

🔗 Google Sheets Connection

Paste your Google Sheets URL from the browser address bar
Click refresh to load available sheets from your spreadsheet

📧 Email Integration

📅 Calendar & Booking

💡 How to create appointment schedules:
  1. Open Google Calendar
  2. Click "Create" → "Appointment schedule"
  3. Set the duration (15min, 30min, etc.) and your availability
  4. Copy the booking page link and paste it below
Variable: {{user.calendar_15min}}
Variable: {{user.calendar_30min}}
Variable: {{user.calendar_45min}}
Variable: {{user.calendar_60min}}

📞 Phone System

📵
Phone Not Configured

Set up your phone system to make and receive calls directly from the CRM.

Pricing: $2/month per phone number + $0.02/minute for calls

👤 User Preferences

Used to identify who made changes in activity logs
Used for calendar events and scheduling

✍️ Email Signature

Type your signature and paste images directly (Ctrl+V). Images will be uploaded automatically.

📊 Column Mapping

Use column letters (A, B, C) or exact column names from your sheet

🏷️ Tag Options

Manage tags available in the contact dropdown

🧩 Extension Setup Instructions

The Chrome extension requires a separate Google Apps Script to import contacts into your sheet. Follow these steps:

  1. Open your Google Sheet (the same one used for the CRM)
  2. Go to Extensions → Apps Script
  3. If you already have the CRM script, create a new script file by clicking + next to "Files"
  4. Name it ExtensionImport and paste this code:
    function doPost(e) {
      try {
        var sheet = SpreadsheetRight getActiveSpreadsheet().getActiveSheet();
        var data = JSON.parse(e.postData.contents);
        
        var mappings = data.columnMappings || {};
        var contacts = Array.isArray(data.contacts) ? data.contacts : [data];
        
        // Find the last row with data in column A (company column)
        var primaryColumn = mappings.company || 'A';
        var colNum = columnToNumber(primaryColumn);
        var lastRowInColumn = getLastRowInColumn(sheet, colNum);
        
        contacts.forEach(function(contact, index) {
          var lastRow = lastRowInColumn + 1 + index;
          
          // Map each field to its configured column
          setCell(sheet, lastRow, mappings.company, contact.company);
          setCell(sheet, lastRow, mappings.businessType, contact.businessType);
          setCell(sheet, lastRow, mappings.title, contact.title);
          setCell(sheet, lastRow, mappings.firstName, contact.firstName);
          setCell(sheet, lastRow, mappings.lastName, contact.lastName);
          setCell(sheet, lastRow, mappings.website, contact.website);
          setCell(sheet, lastRow, mappings.email, contact.email);
          setCell(sheet, lastRow, mappings.phone, contact.phone);
          setCell(sheet, lastRow, mappings.phone2, contact.phone2);
          setCell(sheet, lastRow, mappings.phone3, contact.phone3);
          setCell(sheet, lastRow, mappings.street, contact.street);
          setCell(sheet, lastRow, mappings.city, contact.city);
          setCell(sheet, lastRow, mappings.state, contact.state);
          setCell(sheet, lastRow, mappings.zip, contact.zip);
          setCell(sheet, lastRow, mappings.notes, contact.notes);
          setCell(sheet, lastRow, mappings.status, contact.status);
          setCell(sheet, lastRow, mappings.statusReason, contact.statusReason);
          setCell(sheet, lastRow, mappings.territory, contact.territory);
          setCell(sheet, lastRow, mappings.sequence, contact.sequence);
          setCell(sheet, lastRow, mappings.currentStep, contact.currentStep);
          setCell(sheet, lastRow, mappings.dueDate, contact.dueDate);
          setCell(sheet, lastRow, mappings.amount, contact.amount);
          setCell(sheet, lastRow, mappings.textingAvailable, contact.textingAvailable);
          setCell(sheet, lastRow, mappings.tag, contact.tag);
          setCell(sheet, lastRow, mappings.leadSource, contact.leadSource);
          setCell(sheet, lastRow, mappings.leadOwner, contact.leadOwner);
          setCell(sheet, lastRow, mappings.createdDate, contact.createdDate);
          setCell(sheet, lastRow, mappings.quoteAmount, contact.quoteAmount);
        });
        
        return ContentService
          .createTextOutput(JSON.stringify({ success: true, message: contacts.length + ' contact(s) added' }))
          .setMimeType(ContentService.MimeType.JSON);
          
      } catch (error) {
        return ContentService
          .createTextOutput(JSON.stringify({ success: false, error: error.toString() }))
          .setMimeType(ContentService.MimeType.JSON);
      }
    }
    
    function setCell(sheet, row, column, value) {
      if (column && value) {
        sheet.getRange(row, columnToNumber(column)).setValue(value);
      }
    }
    
    function columnToNumber(column) {
      var col = column.toUpperCase();
      var result = 0;
      for (var i = 0; i < col.length; i++) {
        result = result * 26 + col.charCodeAt(i) - 64;
      }
      return result;
    }
    
    function getLastRowInColumn(sheet, colNum) {
      var data = sheet.getRange(1, colNum, sheet.getMaxRows(), 1).getValues();
      for (var i = data.length - 1; i >= 0; i--) {
        if (data[i][0] !== '' && data[i][0] !== null) {
          return i + 1;
        }
      }
      return 0;
    }
    
    function doGet(e) {
      return ContentService
        .createTextOutput(JSON.stringify({ status: 'ready', message: 'CrawlSpace Sheets Integration Active' }))
        .setMimeType(ContentService.MimeType.JSON);
    }
  5. Click Save (💾 icon)
  6. Click Deploy → New Deployment
  7. Choose type: Web app
  8. Set "Execute as: Me" and "Who has access: Anyone"
  9. Click Deploy
  10. Copy the Web App URL and paste it in the extension settings
💡 Important Notes:
  • This script is different from the CRM script - it handles importing contacts from the extension
  • Make sure your column mappings in the extension match the columns in your sheet
  • The extension will automatically use the column settings you configure

📞 Phone

Ready