Create new Client Hub client companies from new or updated rows in Google Sheets
Keep your client data fresh and organized with this powerful workflow. When new or updated information appears on your Google Sheets, Client Hub will instantly create a new customer company profile, eliminating the need to manually transfer details. This integration eases the process of managing client data, allowing for a more unified and efficient system.
Keep your client data fresh and organized with this powerful workflow. When new or updated information appears on your Google Sheets, Client Hub will instantly create a new customer company profile, eliminating the need to manually transfer details. This integration eases the process of managing client data, allowing for a more unified and efficient system.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create New Client Company
Creates a new Client Company
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