Google Sheets + Perfex CRM
Create leads in Perfex CRM from new or updated rows in Google Sheets
When changes occur within a specific Google Sheets spreadsheet, this workflow swiftly transfers the information to Perfex CRM, creating a lead. It's an effective way of keeping your CRM up-to-date with contacts added or updated in your spreadsheets, ensuring a streamlined and efficient process. Benefit from an organized customer management system with zero effort towards manual data entry.
When changes occur within a specific Google Sheets spreadsheet, this workflow swiftly transfers the information to Perfex CRM, creating a lead. It's an effective way of keeping your CRM up-to-date with contacts added or updated in your spreadsheets, ensuring a streamlined and efficient process. Benefit from an organized customer management system with zero effort towards manual data entry.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Lead
Creates a Lead in the system.
- Free forever for core features
- 14 day trial for premium features & apps
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
