Google Sheets + Vtiger CRM
Generate or refresh Vtiger CRM opportunities when new or updated rows surface in Google Sheets team drive
Keep your Vtiger CRM updated with the latest changes in your Google Sheets. With this workflow, every time there's a new or updated row in your team's Google Sheets, it will create or update an opportunity in Vtiger CRM. This way, you can ensure all your opportunities are up to date without the manual effort, making your sales procedures more efficient.
Keep your Vtiger CRM updated with the latest changes in your Google Sheets. With this workflow, every time there's a new or updated row in your team's Google Sheets, it will create or update an opportunity in Vtiger CRM. This way, you can ensure all your opportunities are up to date without the manual effort, making your sales procedures more efficient.
- 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 or Update Opportunity
Creates or updates opportunity.
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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?
