Google Sheets + Relate

Create new Relate orgs, contacts, deals, and notes from new Google Sheets rows

Easily streamline your data management with this Google Sheets and Relate integration. When new information is added to a row in Google Sheets, this workflow springs into action to create an organization, contact, deal, and note in the Relate app. This means all your essential data is moved promptly, ensuring your customer relationship management is always up-to-date and eliminating manual data entry. Manage your data more effectively and save valuable time with this efficient automation.

When this happens...
New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
ActionWrite

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Supported triggers and actions

- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write

- Drive
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
Try It
Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
Try It
Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- List IDRequired
- Contact IDRequired
Action
Write
- List IDRequired
- Organization IDRequired
- Contact ID
Action
Write
- Organization ID
- Contact NameRequired
- Contact Title
- Contact EmailRequired
- Contact Phone
Action
Write
- Organization IDRequired
- Author ID
- Author email
- Note bodyRequired
Action
Write
- Company NameRequired
- Company Website
- Company Description
- Organization Assignee
- Contact NameRequired
- Contact Title
- Contact EmailRequired
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List IDRequired
- IDRequired
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- Note ID
- New note body
Action
Write
- List IDRequired
- IDRequired
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- Organization ID
- Organization Name
Action
Search
- List IDRequired
- Organization IDRequired
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- OrganizationRequired
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal ValueRequired
- Deal Value PeriodRequired
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization NameRequired
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
Try It
Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
Try It
Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- List IDRequired
- Contact IDRequired
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- List IDRequired
- Organization IDRequired
- Contact ID
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- OrganizationRequired
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal ValueRequired
- Deal Value PeriodRequired
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization NameRequired
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- DealRequired
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization NameRequired
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List IDRequired
- Contact IDRequired
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization IDRequired
- Organization Name
- Author email
- Note bodyRequired
- Author ID
Action
Search or write

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

Related categories

Similar apps

About Relate

Relate is a simple collaborative sales and CRM software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create rows in Google Sheets when new deals are created in Relate

Create new Relate organizations from new or updated rows in Google Sheets team drive

Google Sheets + Relate

Create new Relate orgs, contacts, deals, and notes from new Google Sheets rows

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

Contact Created

Deal Assignee Updated

Deal Deleted

Entry Created

Entry Updated

Organization Deleted

Note Deleted

Add Contact Entry to List

Add Organization Entry to List

Create Contact

Create Note

Create Org & Contact & Deal & Note

Update Contact Entry

Update Note

Update Organization Entry

Find Deal

Find Entry From Organization Process

Find Organization

Find or Create Deal

Find or Create Organization

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

Contact Deleted

Deal Created

Deal Updated

Entry Deleted

Organization Created

Note Created

Pipeline Stage Updated

Add Contact Entry to Process

Add Organization Entry to Process

Create Deal

Create Organization

Update Contact

Update Deal

Update Organization

Find Contact

Find Entry From Contact Process

Find Note

Find or Create Contact

Find or Create Note

About Google Sheets

Related categories

Similar apps