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Google Sheets + SmartOffice

Create new SmartOffice contacts from new Google Sheets rows

With this workflow, the moment you add a new row to your Google Sheets document, a new contact will be created in your SmartOffice application, streamlining your information management process. This integration will ensure all your important data is transferred correctly, so you can spend less time on data entry and more on what really matters. Simplify your work process and avoid any potential for human error with this streamlined workflow.

With this workflow, the moment you add a new row to your Google Sheets document, a new contact will be created in your SmartOffice application, streamlining your information management process. This integration will ensure all your important data is transferred correctly, so you can spend less time on data entry and more on what really matters. Simplify your work process and avoid any potential for human error with this streamlined workflow.

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

    Triggered when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    SmartOfficeSmartOffice
    Add Contact

    Adds an Individual Contact (i.e., a Person) to SmartOffice

    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
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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 SmartOffice

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

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