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.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Add Note
Add a Note to the Contact.
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