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Agile CRM + Google Sheets

Create or update Agile CRM contacts from new or updated Google Sheets spreadsheet rows on team drive

Keep your Agile CRM contacts up to date with this seamless workflow between Google Sheets and Agile CRM. Whenever there's a new or updated row in your spreadsheet on Google Sheets, this automation will create or update the corresponding contact in Agile CRM. Say goodbye to manual data entry and ensure your contact information is always current and accurate with this efficient integration.

Keep your Agile CRM contacts up to date with this seamless workflow between Google Sheets and Agile CRM. Whenever there's a new or updated row in your spreadsheet on Google Sheets, this automation will create or update the corresponding contact in Agile CRM. Say goodbye to manual data entry and ensure your contact information is always current and accurate with this efficient integration.

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

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    TriggerScheduled
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    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
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    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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Related categories

  • CRM (Customer Relationship Management)

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