Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.

Zoho Creator

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Smartsheet

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Airtable

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. 

Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Microsoft Excel

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Being able to collect, track, and analyze your data is essential for any business. Using Google Sheets with Zapier, you can automatically create and edit spreadsheets with data from other apps you use. Zapier can monitor changes in your Google Sheets and quickly share your important data with stakeholders. When you put Zapier to work with Google Sheets, you can connect Google Sheets to other apps, automating all of your spreadsheet tasks to save you time.

Here are some creative ways to use Google Sheets with Zapier:

Google Sheets

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Capsule CRM

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Nimble

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

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.

Provide more value for your customers by integrating Highrise with Zapier. Together, these tools will allow you to maintain your personal, transparent interactions, while automatically taking care of the repetitive tasks. When you set a reminder, schedule a meeting, or receive important emails, Zapier can automatically update your contacts and create deals, so you always have the most up-to-date information at your fingertips.

Here are some creative ways to use Highrise with Zapier:

 Prefer to send your emails through a different provider? Use Highrise to collect and curate contacts, and Zapier will automatically add them to a MailChimp list.

 Learn more about your contacts so you can provide them with more value. Zapier can add or update contacts in Highrise when contacts are updated in FullContact.

 Get your feedback to the right place so it becomes actionable. Zapier can create deals for your Highrise contacts when you get new responses in Google Forms.

Highrise

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.

A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet

Zapier adds that row to Highrise as a new deal

Google Sheets

Highrise

Google Sheets

Highrise

Create new Highrise deals from Google Sheets

How It Works

What You Need

Add new Google Sheets rows as Highrise contacts

Save Highrise contacts to a Google Sheets spreadsheet

Create Highrise tasks from Google Sheets spreadsheet rows

Copy new Google Sheets rows to Highrise notes

Connect Google Sheets + Highrise in Minutes

All Triggers & Actions

Connect the apps you use every day