Freshsales Suite + Google Sheets

Add notes to Freshsales Suite contacts for new or updated rows in Google Sheets

Keep your sales team instantly informed with this workflow that connects Google Sheets and Freshsales Suite. As soon as any row in your Google Sheets gets updated or added, pivotal details from it are effortlessly captured and transcribed into a note on a relevant contact in Freshsales Suite. This fluid connection ensures your sales process stays in harmony with your data records, enriching communication and enabling prompt responses.

Keep your sales team instantly informed with this workflow that connects Google Sheets and Freshsales Suite. As soon as any row in your Google Sheets gets updated or added, pivotal details from it are effortlessly captured and transcribed into a note on a relevant contact in Freshsales Suite. This fluid connection ensures your sales process stays in harmony with your data records, enriching communication and enabling prompt responses.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Add Note to Contact

    Adds a note to a contact.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

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

Related categories

  • Google
  • Spreadsheets

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