Agile CRM + Google Sheets

Add notes in Agile CRM for new or updated Google Sheets spreadsheet rows in team drive

Keep your Agile CRM contacts updated with notes from your Google Sheets Team Drive using this seamless workflow. When a new or updated row is detected in your Team Drive spreadsheet, a note will be added to the respective contact in Agile CRM. Stay organized and efficient with this automation that ensures you never miss important information from your team spreadsheets.

Keep your Agile CRM contacts updated with notes from your Google Sheets Team Drive using this seamless workflow. When a new or updated row is detected in your Team Drive spreadsheet, a note will be added to the respective contact in Agile CRM. Stay organized and efficient with this automation that ensures you never miss important information from your team spreadsheets.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row (Team Drive)

    Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

    TriggerPolling
  2. automatically do this!
    Agile CRMAgile CRM
    Add Note

    Add a Note to the Contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

HubSpot integrationsHubSpot integrations

HubSpot

Marketing Automation
Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

Similar apps

Zapier Tables integrationsZapier Tables integrations

Zapier Tables

Databases, Spreadsheets, Zapier
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets