Google Sheets + Perfex CRM
Create new Perfex CRM customers from new or updated rows in Google Sheets
With this workflow, whenever you add or update a row in your Google Sheets, it directly translates into creating a new customer profile in your Perfex CRM. A boon to data-driven businesses, it helps save time by eliminating repetitive data entry work and fostering swift customer relationship management. It ensures your customer data remains up-to-date in Perfex CRM as you make changes to your spreadsheet.
With this workflow, whenever you add or update a row in your Google Sheets, it directly translates into creating a new customer profile in your Perfex CRM. A boon to data-driven businesses, it helps save time by eliminating repetitive data entry work and fostering swift customer relationship management. It ensures your customer data remains up-to-date in Perfex CRM as you make changes to your spreadsheet.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Customer
Creates a Customer in the system.
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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?
