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.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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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?