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Google Sheets + Radius CRM

Create Radius CRM leads/clients from new or updated rows in Google Sheets

Easily manage your leads or clients with this workflow. When you add or update information in Google Sheets, a new lead or client is created in the Radius CRM app. This not only eliminates the need for manual data entry but also ensures your client data remains accurate and up-to-date in Radius CRM. A time-saving solution for seamless data management.

Easily manage your leads or clients with this workflow. When you add or update information in Google Sheets, a new lead or client is created in the Radius CRM app. This not only eliminates the need for manual data entry but also ensures your client data remains accurate and up-to-date in Radius CRM. A time-saving solution for seamless data management.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Radius CRMRadius CRM
    Create Lead/Client

    Create a Lead or Client in Radius

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
google-sheets logo
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

Related categories

  • Google
  • Spreadsheets

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About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

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