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Google Sheets + IRIS CRM

Create multiple rows in Google Sheets when new leads are created in IRIS CRM

When a new lead is added in IRIS CRM, streamline your workflow by instantly adding multiple rows in your Google Sheets. The automation captures every detail of the lead and records it neatly into your spreadsheet, freeing you up to focus more on nurturing those business relationships and less on manual data entry tasks. With this efficient process, you'll ensure all lead data is consistently tracked and easily accessible in your Google Sheets.

When a new lead is added in IRIS CRM, streamline your workflow by instantly adding multiple rows in your Google Sheets. The automation captures every detail of the lead and records it neatly into your spreadsheet, freeing you up to focus more on nurturing those business relationships and less on manual data entry tasks. With this efficient process, you'll ensure all lead data is consistently tracked and easily accessible in your Google Sheets.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Created

    Triggers when a lead is created.

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

    Create one or more new rows in a specific spreadsheet (with line item support).

    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
    Try It
  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
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    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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google-sheets logo

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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