MCP for Google Sheets transforms Google Sheets into a powerful CRM command center by enabling direct access to live data from Salesforce and HubSpot using native spreadsheet formulas. With functions like =salesforce_lookup() and =hubspot_search(), users can search, filter, and retrieve CRM data seamlessly without the need for connectors, exports, or manual copy-pasting. The tool integrates live CRM filtering directly into formulas, allowing users to slice and segment data dynamically within their spreadsheets.
The formula syntax is consistent across both Salesforce and HubSpot, making it easy to pull in deals, contacts, or company data in real-time. Users can effortlessly surface insights like Closed Won deals or high-value opportunities with formulas such as =salesforce_report_search(), eliminating the need to switch between tools or tabs. Additionally, MCP enables the extraction of actionable data, such as phone numbers and names, directly into Sheets for tasks like creating call-ready lists—all without manual formatting.
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