Create new InvestNext contacts from new or updated rows in Google Sheets
Improve your customer management by seamlessly merging data using this workflow. Whenever there's a new or updated row in your Google Sheets, it will instantly create a contact in your InvestNext system, saving you the hassle of manual input. This automation ensures your client details are organized and up-to-date in InvestNext, enhancing your efficiency and productivity.
Improve your customer management by seamlessly merging data using this workflow. Whenever there's a new or updated row in your Google Sheets, it will instantly create a contact in your InvestNext system, saving you the hassle of manual input. This automation ensures your client details are organized and up-to-date in InvestNext, enhancing your efficiency and productivity.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create Contact
Creates a new contact in the CRM (duplicate email addresses will be ignored)
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