Bonsai + Google Sheets
Create new Bonsai clients from new rows in Google Sheets
Keep your client data organized and updated with this Google Sheets to Bonsai workflow. Whenever a new row is added to your Google Sheets, a new client will be effortlessly created in your Bonsai account. This streamlines your administration and ensures your client list in Bonsai is consistently updated with fresh details from your spreadsheets.
Keep your client data organized and updated with this Google Sheets to Bonsai workflow. Whenever a new row is added to your Google Sheets, a new client will be effortlessly created in your Bonsai account. This streamlines your administration and ensures your client list in Bonsai is consistently updated with fresh details from your spreadsheets.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client
Creates a client lead on Bonsai
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
