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Agile CRM + Google Sheets

Create multiple spreadsheet rows in Google Sheets for new contacts in Agile CRM

Streamline your data recording process with this Agile CRM to Google Sheets workflow. When a new contact is added in Agile CRM, this automation will create multiple rows in Google Sheets, ensuring all necessary data is documented efficiently. This not only saves time but also eliminates the chances of human error in data transcription. Enjoy a smoother experience managing your contacts and their related tasks.

Streamline your data recording process with this Agile CRM to Google Sheets workflow. When a new contact is added in Agile CRM, this automation will create multiple rows in Google Sheets, ensuring all necessary data is documented efficiently. This not only saves time but also eliminates the chances of human error in data transcription. Enjoy a smoother experience managing your contacts and their related tasks.

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

    Triggers when a new contact is add in AgileCRM.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Track / MilestoneRequired

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

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
    • Ticket FilterRequired

    Trigger
    Scheduled
    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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Related categories

  • CRM (Customer Relationship Management)

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