Salpo CRM + Google Sheets Integrations

How to connect Salpo CRM + Google Sheets

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Supported triggers and actions

What does this mean?

New Communication
Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
Trigger
Scheduled
New Module
Triggers when a new custom module is created.
Trigger
Scheduled
New Contact
Triggers when a new Contact is created (Individual or Organisation).
Trigger
Scheduled
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
New Organisation
Creates a new Organisation
Action
Write
New Individual
Creates a new Individual
Action
Write
New Opportunity
Creates a new, In-progress Opportunity
Action
Write
New Scheduled Communication
Schedules a Communication
Action
Write
Salpo CRM
Add a file to a Contact record
Scheduled
Action
Salpo CRM
Add a file to a Custom Module record
Scheduled
Action
Salpo CRM
Link files to an Opportunity using the file URL.
Scheduled
Action
Salpo CRM
Finds Contacts by Custom Field value
Scheduled
Action
Salpo CRM
Retrieves all Opportunity details including products
Scheduled
Action
Salpo CRM
Creates a standard Communication to record previous notes
Scheduled
Action
Salpo CRM
Creates a Custom Connection between two Modules
Scheduled
Action
Salpo CRM
Creates a new record of a custom Module
Scheduled
Action
Salpo CRM
Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)
Scheduled
Action
Salpo CRM
Update Individuals or Organisations
Scheduled
Action
Salpo CRM
Search for a Contact and update a custom connection between Contacts or Modules
Scheduled
Action
Salpo CRM
Update custom Modules
Scheduled
Action
Salpo CRM
Update an Opportunity
Scheduled
Action
Salpo CRM
Finds a Contact by ID and returns all Contact information
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Find and retrieve a custom module record by ID. Returns standard and custom data.
Scheduled
Action
Salpo CRM
Find a file linked to a Module. Search files using the file label or name
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Finds many matched rows (10 max.) by a column and value.
Scheduled
Action
Google Sheets
Returns many rows (20 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action

How Salpo CRM + Google Sheets Integrations Work

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