Google Sheets + pro-Forms
Create pro-Forms customers from new Google Sheets rows
Save time and stay organized by streamlining your customer onboarding process with this seamless workflow. Whenever a new row is added to your Google Sheets spreadsheet, a new customer will be created in pro-Forms. This automation ensures that all your customer data stays up-to-date and consistent, making it easier to manage your clients and focus on growing your business.
Save time and stay organized by streamlining your customer onboarding process with this seamless workflow. Whenever a new row is added to your Google Sheets spreadsheet, a new customer will be created in pro-Forms. This automation ensures that all your customer data stays up-to-date and consistent, making it easier to manage your clients and focus on growing your business.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Customer
Creates a new customer
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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?
