deal.ai + Google Sheets
Add new Google Sheets rows to deal.ai as contacts
Streamline your customer management with this workflow between Google Sheets and deal.ai. When you add new data to your spreadsheet, a corresponding contact is created in your deal.ai platform. This simplifies your data handling, enhancing accuracy while reducing manual data input errors. The result? An efficient and error-free customer management process.
Streamline your customer management with this workflow between Google Sheets and deal.ai. When you add new data to your spreadsheet, a corresponding contact is created in your deal.ai platform. This simplifies your data handling, enhancing accuracy while reducing manual data input errors. The result? An efficient and error-free customer management process.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Insert Contact
Inserts a contact into a funnel.
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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?
