Bonsai + Google Sheets
Create clients in Bonsai from new or updated rows in Google Sheets
Stay organized and timely with client management by linking Google Sheets to Bonsai. With this workflow, each new or updated row in your Google Sheets spreadsheet immediately generates a new client in Bonsai. Whether you're pooling client data from various sources or manually maintaining a list, this seamless integration ensures your client information in Bonsai is always up-to-date.
Stay organized and timely with client management by linking Google Sheets to Bonsai. With this workflow, each new or updated row in your Google Sheets spreadsheet immediately generates a new client in Bonsai. Whether you're pooling client data from various sources or manually maintaining a list, this seamless integration ensures your client information in Bonsai is always up-to-date.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in 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?
