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Agile CRM + Google Sheets

Create spreadsheet rows in Google Sheets for new deals in Agile CRM

Easily keep track of new deals in Agile CRM by adding them to a Google Sheets spreadsheet with this workflow. Once set up, every new deal in Agile CRM will create a spreadsheet row in Google Sheets, making deal tracking seamless and efficient. Perfect for sales teams needing real-time updates without manual data entry, this automation helps you stay organized and streamlines your sales reporting process.

Easily keep track of new deals in Agile CRM by adding them to a Google Sheets spreadsheet with this workflow. Once set up, every new deal in Agile CRM will create a spreadsheet row in Google Sheets, making deal tracking seamless and efficient. Perfect for sales teams needing real-time updates without manual data entry, this automation helps you stay organized and streamlines your sales reporting process.

  1. When this happens...
    Agile CRMAgile CRM
    New Deal

    Triggers when a new Deal is added in AgileCRM.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • Track / MilestoneRequired

    Trigger
    Polling
    Try It
    • Ticket FilterRequired

    Trigger
    Polling
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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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.

Related categories

Triggers & Actions