Google Sheets + Surefire CRM
Create new Surefire CRM contacts from new or updated rows in Google Sheets team drive
Save time and streamline your workflow with this automation that updates Surefire CRM whenever there's a new or updated row in your Google Sheets (Team Drive). This handy setup ensures that your CRM is always up-to-date with the latest contact information from your team drive spreadsheet, eliminating manual data entry and ensuring accuracy. Expect a boost in efficiency and keep your focus where it truly belongs - on growing your clientele and business.
Save time and streamline your workflow with this automation that updates Surefire CRM whenever there's a new or updated row in your Google Sheets (Team Drive). This handy setup ensures that your CRM is always up-to-date with the latest contact information from your team drive spreadsheet, eliminating manual data entry and ensuring accuracy. Expect a boost in efficiency and keep your focus where it truly belongs - on growing your clientele and business.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
