Google Sheets + Maximizer CRM

Google Sheets + Maximizer CRM integrations

Create new Maximizer CRM leads when new rows are added to Google Sheets

This workflow initiates when a new row is added to a Google Sheets spreadsheet, prompting the creation of a fresh lead in Maximizer CRM. This automated process ensures all data from your Google Sheets will directly populate into your sales pipeline, relieving you of manual data entry and keeping your customer database up-to-date with real-time information. With this workflow, save time and maintain accuracy by seamlessly integrating your spreadsheet updates into Maximizer CRM.

When this happens...
New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Lead EntryCreates new Lead Entry
ActionWrite

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More things you can do with Google Sheets and Maximizer CRM

Discover other triggers and actions you can use with Google Sheets and Maximizer CRM

- Dont_change_sheet_structure
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Column_name
  Required
- Index
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write

- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Source Range
  Required
- Destination Range
  Required
- Paste Type
Action
Write

- Drive
- Title
  Required
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row(s)
  Required
Action
Write
- Info
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row(s)
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Validation Type
  Required
- Input Message
- Strict Validation
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Columns
  Required
- Row count
  Required
- Output format
- First row
Action
Search
- Spreadsheet ID
  Required
- Include Grid Data
Action
Search
- Drive
- Spreadsheet
  Required
- Title
  Required
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Dont_change_sheet_structure
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Polling
Try It
- Drive
- Spreadsheet
  Required
Trigger
Polling
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Condition Type
  Required
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to Copy
  Required
- Worksheet to Copy
  Required
- Copy Worksheet Destination
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Confirm Deletion
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Format Type
  Required
Action
Write
- Spreadsheet
  Required
- Worksheet
  Required
- New Sheet Name
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Sort by Column
  Required
- Sort Order
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- A1 Range
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row ID
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent Type
  Required
- Category
- Type
Trigger
Polling
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

About Google Sheets

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

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create new Maximizer CRM appointments from new rows in Google Sheets

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