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Google Sheets + IRIS CRM

Update Google Sheets rows when lead statuses change in IRIS CRM

Keep your sales team organized and informed with this seamless workflow between IRIS CRM and Google Sheets. Whenever a lead's status is updated in IRIS CRM, a new row will be created in a designated Google Sheets spreadsheet. This way, you can easily track lead progress and maintain up-to-date records for efficient sales management.

Keep your sales team organized and informed with this seamless workflow between IRIS CRM and Google Sheets. Whenever a lead's status is updated in IRIS CRM, a new row will be created in a designated Google Sheets spreadsheet. This way, you can easily track lead progress and maintain up-to-date records for efficient sales management.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Status Updated

    Triggers when a lead's status is updated.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    • Current StatusRequired

    Trigger
    Instant
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    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Previous StatusRequired

    • New StatusRequired

    Trigger
    Instant
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  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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About Google Sheets

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

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  • Google
  • Spreadsheets

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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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