Agile CRM + Google Sheets

Create Agile CRM deals from new or updated rows in Google Sheets

Stay on top of your customer relationship management by linking Google Sheets and Agile CRM. With this workflow, once you add or update a row in Google Sheets, a new deal will immediately be created in Agile CRM. This seamless integration helps you streamline your sales processes, ensuring no potential deal falls through the cracks.

Stay on top of your customer relationship management by linking Google Sheets and Agile CRM. With this workflow, once you add or update a row in Google Sheets, a new deal will immediately be created in Agile CRM. This seamless integration helps you streamline your sales processes, ensuring no potential deal falls through the cracks.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Deal

    Create a deal in the Agile CRM.

    ActionWrite
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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
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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)

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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

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