Create orgs, contacts, deals, and notes in Relate for each new or updated row in Google Sheets
Save time and enhance accuracy by keeping your Relate records up-to-date with changes from Google Sheets. This workflow creates new organizations, contacts, deals, and notes in Relate as soon as updates are made to a spreadsheet row in Google Sheets. Maintain seamless consistency across both platforms and streamline your daily operations.
Save time and enhance accuracy by keeping your Relate records up-to-date with changes from Google Sheets. This workflow creates new organizations, contacts, deals, and notes in Relate as soon as updates are made to a spreadsheet row in Google Sheets. Maintain seamless consistency across both platforms and streamline your daily operations.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
- Free forever for core features
- 14 day trial for premium features & apps