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Google Sheets + UPilot

Add new UPilot deals to a Google Sheets spreadsheet

Would you like to create highly customised reporting for your deals in UPilot? With the UPilot Zapier integration, whenever a new deal is added in UPilot, you can instantly add it as a new row in Google Sheets as well. With your data in Google Sheets, you can create custom analyses and reporting based on your needs.

Would you like to create highly customised reporting for your deals in UPilot? With the UPilot Zapier integration, whenever a new deal is added in UPilot, you can instantly add it as a new row in Google Sheets as well. With your data in Google Sheets, you can create custom analyses and reporting based on your needs.

  1. When this happens...
    UPilotUPilot
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • UPilot triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
google-sheets logo
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 UPilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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