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Google Sheets + Workbooks CRM Integrations

How to connect Google Sheets + Workbooks CRM

Zapier lets you send info between Google Sheets and Workbooks CRM automatically—no code required.

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Supported triggers and actions

What does this mean?

How Google Sheets + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Google Sheets and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Google Sheets Tutorials

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn More

Related categories

  • Google
  • Spreadsheets

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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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