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
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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.
What Is Zapier?
You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.
Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.
Start FREE Today!What's a Zap?
A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!