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Start with a template that brings CaratIQ and Google Sheets together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate CaratIQ with Google Sheets - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from CaratIQ.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects CaratIQ and Google Sheets, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when there's a new activity.
Try ItTriggerPolling - New Deals
Triggers when there's a new deal.
Try ItTriggerPolling - New Products
Triggers when there's a new product.
Try ItTriggerPolling - NameRequired
- EmailRequired
- Phone NumberRequired
- Birthday Date
- Anniversary Date
- Gender
- Contact SourceRequired
- Notes
- Custom Fields
- Job Title
- Street
- Street2
- City
- State
- Country
- Postal Code
ActionWrite
- New Customers
Triggers when there's a new customer.
Try ItTriggerPolling - status
- Type
Try ItTriggerPolling- TitileRequired
- Description
- Notes
- Due DateRequired
- TypeRequired
- Priority
- Assignees EmailsRequired
- Contact Email
- Company Email
ActionWrite- Deal NameRequired
- Contact Email
- Company Email
- BudgetRequired
- Start Date
- Notes
- Products
- Stage
ActionWrite
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