Connect Google Sheets and Rise CRM to unlock the power of automation
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Set up your first integration
Quickly connect Google Sheets to Rise CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Sheets with Rise CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Spreadsheet Row (Team Drive)" from Google Sheets.
Add your action
An action happens after the trigger—such as "Create Client" in Rise CRM.
You’re connected!
Zapier seamlessly connects Google Sheets and Rise CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
ActionWrite
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Practical ways you can use Google Sheets and Rise CRM
Track new IT tickets in Google Sheets
When a new ticket is raised in Rise CRM for IT-related tasks, Zapier automatically adds the ticket details to a designated Google Sheet. This streamlines issue tracking and provides a centralized view for efficient ticket management.
ITAdd new marketing leads to a spreadsheet
When a new lead is created in Rise CRM, Zapier instantly updates a Google Sheet with the lead's details. This helps maintain an up-to-date lead database to analyze campaigns and follow up on high-priority prospects.
Marketing & Marketing OpsLog new project tickets in Google Sheets
When a new ticket is created in Rise CRM for a project, Zapier will automatically capture its details into a Google Sheet. This ensures quick accessibility and simplifies project tracking by keeping all tickets organized in one place.
Project Management