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Google Sheets + Highrise

Create notes for Highrise contacts from new or updated rows in Google Sheets

Keep your Highrise contacts updated seamlessly with information from your Google Sheets. Whenever there's an update or new addition to your spreadsheet, this workflow will create a note for the associated contact in Highrise. It's an efficient, hassle-free way to ensure data in Highrise corresponds with your most current spreadsheet info, streamlining your process and saving you considerable time.

Keep your Highrise contacts updated seamlessly with information from your Google Sheets. Whenever there's an update or new addition to your spreadsheet, this workflow will create a note for the associated contact in Highrise. It's an efficient, hassle-free way to ensure data in Highrise corresponds with your most current spreadsheet info, streamlining your process and saving you considerable time.

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

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

    TriggerInstant
  2. automatically do this!
    HighriseHighrise
    Create Note for Contact

    If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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 moreHelp

Related categories

  • Google
  • Spreadsheets

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About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

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