Google Sheets + Highrise
Copy new Google Sheets rows to Highrise notes
Do you keep track of your clients' accounts in a spreadsheet? Do you wish it was easy to take those simple notes and add them as notes in your Highrise CRM? This integration automatically turns new rows in a Google Sheet as notes in Highrise.
Do you keep track of your clients' accounts in a spreadsheet? Do you wish it was easy to take those simple notes and add them as notes in your Highrise CRM? This integration automatically turns new rows in a Google Sheet as notes in Highrise.
- When this happens...New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
- automatically do this!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.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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SpreadsheetsAbout 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.
