Google Sheets + SALESENGINE.SE

Create partner records in SALESENGINE.SE for new spreadsheet rows in Google Sheets

Effortlessly add new partner records to SALESENGINE.SE whenever there's a new row in your Google Sheets spreadsheet with this convenient automation. It streamlines the data transfer process, ensuring you never need to manually enter details in both applications again and helps eliminate errors. Improve your workflow and stay updated on all your valuable partnerships with this seamless integration.

When this happens...
New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Partner Record
This action will create a new partner record.
ActionWrite

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Supported triggers and actions

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- 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

- 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
- Consumer WorkflowRequired
Trigger
Polling
Try It
- Partner Status Updated ToRequired
Trigger
Polling
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Polling
Try It
- Consumer Record IDRequired
- Status To Change ToRequired
Action
Write
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead SourceRequired
- SE Campaign
- Workflow
- LDN
- First NameRequired
- Last NameRequired
- Address 1Required
- Address 2
- CityRequired
- State
- ZipRequired
- PhoneRequired
- EmailRequired
- AgeRequired
- Home Value
- Mortgaged Owed
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Home Value
- Mortgaged Owed
- Notes
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Stage
- Alt Relationship
Action
Write
- Partner Record IDRequired
- Partner Workflow
Action
Write
- Partner Record IDRequired
- Status To Change ToRequired
Action
Write
- Search ByRequired
- Search PartnerRequired
Action
Search

- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- 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
- Consumer Status Updated ToRequired
Trigger
Polling
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Polling
Try It
- Workflow Added To:Required
Trigger
Polling
Try It
- Consumer Record IDRequired
- Consumer WorkflowRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email
- Phone
- StatusRequired
- Workflow
- TypeRequired
- Company NameRequired
- Stage
- Address
- Address 2
- City
- State
- Zip
- Country
- Website
- Birthdate
- Title
- Assistant
- Description
- Lead Source
- campaigns
- Record Owner
- Assigned to User
- Notes
Action
Write
- Partner Record IDRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Birthdate
- Status
- Workflow
- Partner type
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Description
- Website
- Opt Out
- Stage
- Title
- Assistant
- Lead Source
- Campaign
- Record Accepted Date
- Record Owner
- Assigned to User
Action
Write
- Consumer Record IDRequired
- First Name
- Last Name
- Email
- Phone
- SE Record Type
- SE Record Status
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Opt Out
- Home Value
- Mortgaged Owed
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Stage
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Alt Relationship
Action
Write
- Search ByRequired
- Search ConsumerRequired
Action
Search