Copilot CRM + Google Sheets
Create new estimates in Copilot CRM for every new or updated row in Google Sheets
Streamline your sales process with this efficient tool that bridges Google Sheets and Copilot CRM. Whenever a spreadsheet row is newly added or edited in Google Sheets, updated data is transferred seamlessly to Copilot CRM to create a new estimate. No more time-consuming manual data entry, resulting in accurate and organized sales estimates at your fingertips. An effortless solution to propel your business productivity to new heights.
Streamline your sales process with this efficient tool that bridges Google Sheets and Copilot CRM. Whenever a spreadsheet row is newly added or edited in Google Sheets, updated data is transferred seamlessly to Copilot CRM to create a new estimate. No more time-consuming manual data entry, resulting in accurate and organized sales estimates at your fingertips. An effortless solution to propel your business productivity to new heights.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Estimate
Create a new estimate. Can currently create an estimate with just one line item.
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- 14 day trial for premium features & apps
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?
