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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
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • 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
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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.
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About Google Sheets

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

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