Create new Highrise deals from Google Sheets
When this happensStep 1: New Spreadsheet Row
Then do thisStep 2: Create Deal
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