CRM in Cloud + Google Sheets

Update and create CRM in Cloud contacts from new or updated Google Sheets rows

Keep your Google Sheets and CRM in Cloud streamlined for seamless contact management. With this workflow, when you add or update a row in your Google Sheets, it will automatically create or update a contact in your CRM in Cloud. It saves you time from manual data entry, ensuring your contacts in the CRM stay updated with the latest details from your Google Sheets.

When this happens...
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new Contact, or update an exising one specifying its ID field value.
ActionWrite

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Supported triggers and actions

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search or write
- List IDRequired
- Anagraphic TypeRequired
- Email typeRequired
Trigger
Scheduled
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- The unique id of the Catalog
- Product code
- Product name
- Activation cost
- Active product
- Availability
- Barcode
- Bundle
- Category
- Closing cost
- Cost
- Cross Db
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner
- Print long description in quotes
- Publish
- Quantity
- Quantity per box
- Renewable
- Renewal price
- Saleable
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the applied Vat for this product
- the Name of the category - Read Only
- the photo of the contact
- The Volume of the product
- Type (Enum property)
- Unit of measure
- Unit of measure
- Unit price
- Upgradeable
- Validity date
- VAT
- Years old
Action
Write
- The Unique id of the Contact
- Name
- Surname
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- Country
- Customer from
- Do not contact
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner
- Phone 2
- Privacy management
- Privacy policy marketing
- Privacy survey
- Region
- Skype
- Source
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
Action
Write
- The unique id of the Opportunity
- Name
- Amount
- Approval User Note
- Category
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner
- Phase
- Phase expiration date
- Probability (%)
- Promotion
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
Action
Write
- FieldRequired
- OperatorRequired
- Filter valueRequired
Action
Search
- FieldRequired
- OperatorRequired
- Filter value

CRM in Cloud + Google Sheets

Update and create CRM in Cloud contacts from new or updated Google Sheets rows

Supported triggers and actions

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Create Spreadsheet

Clear Spreadsheet Row

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Lookup Spreadsheet Row

Find or Create Row

List Anagraphics Emails in List

New or Updated Company

New or Updated Lead

New or Updated Quote

Create or Update Catalog

Create or Update Contact

Create or Update Opportunity

Find Activity

Find Catalog