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Clienty + Google Sheets

Create new Clienty leads from new rows in your Google Sheets team drive

Streamline your lead management process by connecting Google Sheets and Clienty. With this workflow, every time there's a new row in your selected Google Sheets spreadsheet on Team Drive, a new lead is created in Clienty. This eliminates redundant data entry, ensuring that your sales team always has the latest leads at their fingertips. Perfect for sales teams who base their work on Google Sheets, this workflow offers a seamless transition of data to the Clienty platform.

Streamline your lead management process by connecting Google Sheets and Clienty. With this workflow, every time there's a new row in your selected Google Sheets spreadsheet on Team Drive, a new lead is created in Clienty. This eliminates redundant data entry, ensuring that your sales team always has the latest leads at their fingertips. Perfect for sales teams who base their work on Google Sheets, this workflow offers a seamless transition of data to the Clienty platform.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row (Team Drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    TriggerScheduled
  2. automatically do this!
    ClientyClienty
    Create New Lead

    Creates a new lead in the system

    ActionWrite
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Supported triggers and actions

What does this mean?
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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About Clienty

Clienty centralizes and automates your business process by better tracking prospects.

Related categories

  • CRM (Customer Relationship Management)
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About Google Sheets

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

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