Coach Catalyst + Google Sheets
Create new Coach Catalyst clients from new or updated rows in Google Sheets
Stay organized and efficient with your client management in Coach Catalyst every time there's a new or updated spreadsheet row in Google Sheets. This workflow creates a new client in Coach Catalyst, letting you keep your focus on coaching rather than manually entering data. Enhance your productivity and keep your records up-to-date effortlessly.
Stay organized and efficient with your client management in Coach Catalyst every time there's a new or updated spreadsheet row in Google Sheets. This workflow creates a new client in Coach Catalyst, letting you keep your focus on coaching rather than manually entering data. Enhance your productivity and keep your records up-to-date effortlessly.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
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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?
