Business Pilot + Google Sheets

Create a Google Sheets row for each new Business Pilot contact

Automate your workflow and save time with this efficient integration! Each time a new contact is added in the Business Pilot app, a row is immediately added to your selected Google Sheets spreadsheet. This simplifies contact management and ensures your records stay up to date effortlessly.

When this happens...
New ContactTriggers when there's a new contact.
TriggerInstant
automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWrite

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More things you can do with Business Pilot and Google Sheets

Discover other triggers and actions you can use with Business Pilot and Google Sheets

Contract Status Change
Triggers when a contract's status changes.
Trigger
Instant
Try It
New Contact
Triggers when there's a new contact.
Trigger
Instant
Try It
New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
Try It
New Lead
Triggers when there's a new lead.
Trigger
Instant
Try It
New Purchase Order Invoice
Triggers when a new Purchase Order Invoice.
Trigger
Instant
Try It

New Service Call
Triggers when there's a new service call.
Trigger
Instant
Try It
Updated Contact
Triggers when there's an updated contact.
Trigger
Instant
Try It

Updated Enquiry
Triggers when an Enquiry is updated.
Trigger
Instant
Try It
Updated Lead
Triggers when there's an updated lead.
Trigger
Instant
Try It
Updated Purchase Order Invoice
Triggers when a purchase order invoice is updated.
Trigger
Instant
Try It
Updated Service Call
Triggers when a service call is updated.
Trigger
Instant
Try It
- Salutation
- First Name
- Last Name
- Company Name
- Phone Number
- Mobile Number
- Alt Number
- Emails
- Address Line 1
- Address Line 2
- Address Line 3
- Town/City
- County/State
- Postal Code
- Country
- Is Trade
- Contact Type Name
- Contact Type
- Account Reference
- Allowed Marketing Preference Types
- UTM
- GCLAD
- Referral URL
- Branch Name
- Branch
- PhoneNumber
- MobileNumber
- Email
- AccountReference
- MarketingPreferenceTypes
- CompanyBranchName
- CompanyBranchId
Action
Write
- Contract Id
  Required
- Note Text
  Required
Action
Write
- Contact Id
- Contact Number
- Use Contact Address For Install Address
- Install Email
- Install Name
- Install Phone
- Install Address Reference
- Install Address Line 1
- Install Address Line 2
- Install Address Line 3
- Install Town
- Install County
- Install Country
- Install Postcode
- Install Instructions
- Lead Type
- Lead Type Name
- Pipeline
- Pipeline Name
- Lead Source
- Lead Source Name
- Lead Sub Source
- Lead Sub Source Name
- Sales Area
- Sales Area Name
- Product Interest
- Product Interest Name
- Product Type 1
- Product Type 1 Name
- Product Type 2
- Product Type 2 Name
- Product Type 3
- Product Type 3 Name
- Lead Taken By
- Lead Taken By Name
- Sales Person
- Sales Person Name
- Surveyor
- Surveyor Name
- Show Room Visit
- Survey Required
- Insurance Backed Guarantee Required
- Self Certification Required
- Discount Percentage
- Quoted Value Net
- Sold Value Net
- UTM
- GCLAD
- Referral URL
- Branch
- Branch Name
- Copy Email Activity
- Copy Notes
- Copy Documents
- InstallEmail
- InstallTown
- StatusProgPipelineId
- StatusProgPipelineName
- InsuranceBackedGuaranteeRequired
- SelfCertificationRequired
- DiscountPerc
- CopyEmailActivity
- CopyNotes
- CopyDocuments
Action
Write
- Lead Id
- Document Type
- Document Type Name
- File Name
- File
Action
Write
- Lead Id
- Quote Value Net
- Quote Reference
- File Name
- File
Action
Write
- Purchase Order Invoice Id
  Required
- File Name
- File
  Required
Action
Write
- Lead Quote Id
  Required
- Quote Value Net
- Quote Reference
- File Name
- File
Action
Write
- Id
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Id
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Id
  Required
- Allowed Marketing Types
  Required
Action
Write
- Id
  Required
- Allowed Marketing Types
  Required
Action
Write
- PurchaseOrderId
- Optionally use Purchase Order Number instead of id
- Estimated Delivery Date
- Confirmed Delivery Date
- Supplier Reference
Action
Write
- Document Type Name
- Active?
Action
Search
- Name
Action
Search
- Name
Action
Search
- Contact Id
- Contact Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Contact Type
- UTM
- GCLAD
- Referral URL
Action
Search
- Name
Action
Search
- Contract Id
- Contract Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Contract Type
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone Number
- Is Archived?
- Is Converted?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
- UTM
- GCLAD
- Referral URL
Action
Search
- Job Cost Id
- Contract Id
- Contract Number
- Supplier Id
- Supplier Name
- Order Reference
- Date Added Before
- Date Added After
- Date Ordered Before
- Date Ordered After
- Date Updated Before
- Date Updated After
Action
Search
- Lead Id
  Required
Action
Search
- Name
- Show For Web
Action
Search
- ID
- Name
- Lead Source ID
- Lead Source Name
Action
Search
- Name
Action
Search
- Lead Id
- Contract Id
- Service Call Id
- Appointment Type Id
- Date From
- Date To
Action
Search
- Name
- Contract Type
- Pipeline
- Status
- Sales Person Name
- Current Owner Name
- Show Only Trade?
- Show Only Retail?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Contract Name
- Contract Number
- Service Call Type
- Status
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Code
- Active?
Action
Search
- Name
- Type
- Active
Action
Search
- Name
- ShowForWeb
Action
Search
- Name
- Active
Action
Search
- Name
Action
Search
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Supplier Id
- Supplier Name
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
- DateUpdateBefore
Action
Search
- Purchase Order Line Id
- Purchase Order Id
- Purchase Order Number
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- ID
- Name
Action
Search
- ID
- First Name
- Last Name
- Full Name
Action
Search
- Year Id
- Sales Person Id
Action
Search
- Contract Name
- Contract Number
- Status
- Service Call Type
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Supplier Name
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
Action
Search
- First Name
- Last Name
- Full Name
- Active
Action
Search
- Role Name
Action
Search
- Appointment Location Id
- Name
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone Number
- Is Archived?
- Is Converted?
- UTM
- GCLAD
- Referral URL
Action
Search
- Job Cost Id
- Order Reference
Action
Search
- Id
- Name
- Code
Action
Search
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Invoice Reference
Action
Search
- Purchase Order Line Id
Action
Search
- Supplier Id
- Name
- Account Reference
Action
Search
- Id
- Role
Action
Search
- Dont_change_sheet_structure
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
Trigger
Polling
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Condition Type
  Required
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to Copy
  Required
- Worksheet to Copy
  Required
- Copy Worksheet Destination
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Confirm Deletion
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Format Type
  Required
Action
Write
- Spreadsheet
  Required
- Worksheet
  Required
- New Sheet Name
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Sort by Column
  Required
- Sort Order
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- First row
- Row count
Action
Search
- Drive
- Spreadsheet
  Required
- Title
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Columns
  Required
- Row count
  Required
- Output format
- First row
Action
Search
- Spreadsheet ID
  Required
- Include Grid Data
Action
Search
- Drive
- Spreadsheet Name
  Required
- Search Type
- Spreadsheet to Copy
- Headers
Action
Search or write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write

Lead Status Change
Triggers when a lead's status changes.
Trigger
Instant
Try It
New Contract
Triggers when there's a new contract.
Trigger
Instant
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new Purchase Order is created.
Trigger
Instant
Try It
New Purchase Order Invoice Query
Triggers when a new Purchase Order Invoice Query is created.
Trigger
Instant
Try It
New Supplier
Triggers when there's a new supplier.
Trigger
Instant
Try It
Updated Contract
Triggers when there's an updated contract.
Trigger
Instant
Try It
Updated Invoice
Triggers when an Invoice is updated.
Trigger
Instant
Try It
Updated Purchase Order
Triggers when a Purchase Order is updated.
Trigger
Instant
Try It
Updated Purchase Order Invoice Query
Triggers when a Purchase Order Invoice Query is updated.
Trigger
Instant
Try It
Updated Supplier
Triggers when there's an updated supplier.
Trigger
Instant
Try It
- Contact Id
  Required
- Note Text
  Required
Action
Write
- Name
- First Name
- Last Name
- Email
- Phone
- Address Line 1
- Postal Code
- UTM
- GCLID
- Referral URL
- Form Source
- Lead Source
- Product Interest
- Project Type
- Preferred Appointment Date
- Preferred Appointment Time
- Marketing Preferences
- Message
- Label
- Branch
Action
Write
- Use Contact Address For Install Address
- Install Email
- Install Name
- Install Phone
- Install Address Reference
- Install Address Line 1
- Install Address Line 2
- Install Address Line 3
- Install Town
- Install County
- Install Country
- Install Postcode
- Install Instructions
- Lead Type
- Lead Type Name
- Pipeline
- Pipeline Name
- Lead Source
- Lead Source Name
- Lead Sub Source
- Lead Sub Source Name
- Sales Area
- Sales Area Name
- Product Interest
- Product Interest Name
- Product Type 1
- Product Type 1 Name
- Product Type 2
- Product Type 2 Name
- Product Type 3
- Product Type 3 Name
- Lead Taken By
- Lead Taken By Name
- Sales Person
- Sales Person Name
- Surveyor
- Surveyor Name
- Show Room Visit
- Survey Required
- Insurance Backed Guarantee Required
- Self Certification Required
- Discount Percentage
- Quoted Value Net
- Sold Value Net
- Branch
- Branch Name
- Copy Email Activity
- Copy Notes
- Copy Documents
- Salutation
- First Name
- Last Name
- Company Name
- Phone Number
- Mobile Number
- Alt Number
- Emails
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Is Trade
- Contact Type Name
- Contact Type Id
- Account Reference
- Marketing Preference Types
- Branch Name
- Branch Id
- InstallEmail
- InstallTown
- StatusProgPipelineId
- StatusProgPipelineName
- InsuranceBackedGuaranteeRequired
- SelfCertificationRequired
- DiscountPerc
- CopyEmailActivity
- CopyNotes
- CopyDocuments
Action
Write
- Lead Id
  Required
- Note Text
  Required
Action
Write
- Purchase Order Id
  Required
- Purchase Order Number
- Details
- Invoice Reference
- Net Amount
- VAT Amount
- VAT Code Name
- Tax Rate (%)
- Invoice Date
- Nominal Code Name
- Is Credit?
- File Name
- File
Action
Write
- Purchase Order Id
- Purchase Order Number
- Item
  Required
- Quantity
  Required
- Net Value
  Required
Action
Write
- Purchase Order Line Id
  Required
- Item
- Quantity
- Net Value
Action
Write
- Email Address
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Email Address
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Email Address
  Required
- Allowed Marketing Types
  Required
Action
Write
- Email Address
  Required
- Marketing Preferences
  Required
Action
Write
- Name
- Added Before
- Added After
- Updated Before
- DateUpdateBefore
- Updated After
- Contact Type
- Show Only Trade
- Show Only Retail
Action
Search
- Owner (User) Id
- Lead Id
- Contract Id
- Service Call Id
- Appointment Type Id
- Date From
- Date To
Action
Search
- Name
Action
Search
- Name
- Active
Action
Search
- Name
Action
Search
- Name
- Status
- Pipeline
- Date Added Before
- Date Added After
- Show Only Trade
- Show Only Retail
- Contract Type
- Sales Person
- Current Owner
Action
Search
- Name
- Active
Action
Search
- Invoice Id
- Invoice Number
- Invoice Type
- Contract Id
- Contract Number
- Contract Name
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Status
- Pipeline
- Date Added Before
- Date Added After
- Show Only Trade
- Show Only Retail
- Lead Type
- Sales Person
Action
Search
- ID
- Name
Action
Search
- Lead Source Id
- Month
- Year
Action
Search
- Name
- Lead Source ID
- Lead Source Name
Action
Search
- Name
- Active
Action
Search
- Name
- Contact Type
- Show Only Trade?
- Show Only Retail?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Lead Type
- Pipeline
- Status
- Sales Person Name
- Show Only Trade?
- Show Only Retail?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Contact Type
- Show Only Trade?
- Show Only Retail?
- Marketing UTM
- Marketing GCLAD
- Marketing Referral URL
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- ID
- Name
- Type
Action
Search
- ID
- Name
Action
Search
- ID
- Name
Action
Search
- ID
- Name
Action
Search
- Purchase Order Id
- Purchase Order Number
- Contract Id
- Contract Name
- Supplier Id
- Supplier Name
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
- DateUpdateBefore
Action
Search
- Purchase Order Invoice Query Id
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Supplier Id
- Supplier Name
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Role Name
Action
Search
- Name
- Active
Action
Search
- First Name
- Last Name
- Full Name
- Active
Action
Search
- Name
Action
Search
- Service Call Id
  Required
Action
Search
- ID
- First Name
- Last Name
- Full Name
Action
Search
- Name
- Active
- Email
- Roles
Action
Search
- Name
- Active?
Action
Search
- Appointment Type Id
- Name
Action
Search
- Invoice Id
- Invoice Number
- Invoice Type
- Contract Id
- Contract Number
- Contract Name
Action
Search
- Lead Id
- Lead Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Lead Type
- Sales Person
Action
Search
- Purchase Order Id
- Purchase Order Number
Action
Search
- Purchase Order Invoice Query Id
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Query Reference
Action
Search
- Service Call Id
- Contract Id
- Contract Number
- Contract Name
- service Call Type
- service Call Status
Action
Search
- Id
- Name
Action
Search
- Id
- Name
Action
Search
- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Dont_change_sheet_structure
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Polling
Try It
- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Column_name
  Required
- Index
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Source Range
  Required
- Destination Range
  Required
- Paste Type
Action
Write
- Drive
- Title
  Required
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row(s)
  Required
Action
Write
- Info
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row(s)
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Validation Type
  Required
- Input Message
- Strict Validation
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Overwrite All Columns
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- Spreadsheet Name
  Required
- Search Type
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- A1 Range
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row ID
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- Spreadsheet
  Required
- Title
  Required
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write

About Business Pilot

Business Pilot is a cloud-based fitting or installation company ERP / CRM system providing tools to manage your business with focus on driving profits.

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Related categories

CRM (Customer Relationship Management)

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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