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.
How It Works
- A new row is added to Google Sheets.
- Zapier adds a new note in Highrise.
What You Need
- A Google Sheets account
- A Highrise account
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Add new Google Sheets rows as Highrise contacts
Do you keep track of your contacts in a spreadsheet? Do you wish it was easy to take those simple notes and turn them into contacts in your Highrise CRM? Then this is the integration for you! Automatically turn new rows in a Google Sheet into brand new contacts in Highrise.
How It Works
- A new row is added to Google Sheets.
- Zapier adds a new contact to Highrise.
What You Need
- Google Sheets Account
- Highrise Account
Save Highrise contacts to a Google Sheets spreadsheet
Do you want to keep track of your contacts in a spreadsheet? Do you wish it was easy to take the contacts in your Highrise CRM and turn them into simple notes? Now you can! This integration automatically turns new Highrise contacts into Google Sheets rows.
How It Works
- A new contact is added to Highrise.
- Zapier adds a row in Google Sheets.
What You Need
- A Highrise account
- A Google Sheets row
Create Highrise tasks from Google Sheets spreadsheet rows
A Google Sheets spreadsheet is an easy and convenient way to collate tasks from various sources. Use Zapier to automatically add those tasks to your Highrise account as thay are collated. You must have a row of column headers and at least one entry in your spreadsheet when you set up the integration. So to get started, simply create a spreadsheet with a row of column headings to match your data needs, and at least one row of data.
Once you set up this integration, new Google Sheets spreadsheet rows added from that point forward are individually added to Highrise as new tasks.
Note: This Zapier integration doesn't create tasks from rows that already exist in the spreadsheet, only rows added to the bottom of the spreadsheet after you've set it up.
How It Works
- A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet
- Zapier adds that row to Highrise as a new task
What You Need
- A Google Apps account
- A Highrise account
Create new Highrise deals from Google Sheets
If your receive sales deal information from various sources, you can use Google Sheets to collate this data and Zapier can automatically add these deals into Highrise as they are created. You must have a row of column headers and at least one entry in your spreadsheet when you set up the integration. So to get started, simply create a spreadsheet with a row of column headings to match your data needs, and at least one row of data.
Once you set up this integration, new Google Sheets spreadsheet rows added from that point forward are individually added to Highrise as new deals.
How It Works
- A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet
- Zapier adds that row to Highrise as a new deal
What You Need
- A Google Apps account
- A Highrise account
It's easy to connect Google Sheets + Highrise and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a new row is added to the bottom of a spreadsheet.
Create a blank worksheet with a title. Optionally, provide headers.
Triggered when a new row is added or modified in a spreadsheet.
Create a new row in a specific spreadsheet.
Triggers when a new contact is added to Highrise.
Update a row in a specific spreadsheet.
Triggered when a new deal is added
Creates a new contact, or, if a contact exists, we will update it.
Triggers when a new company is added to Highrise.
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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