1.Detect updated intake spreadsheet row
Integrate Google Sheets to capture the full intake row payload when an intake row updates.
Update master customer records from intake feeder entries
Automatically monitor updated spreadsheet rows in Google Sheets intake and master worksheets across CRM hygiene apps. Normalize dates and dedupe customer records when intake row updates, new intake submissions, or intake rows changeβso you can protect master data, keep records current, and mark rows processed without manual cleanup.
How this automation dedupes your master customer records
When intake rows get updated without cleanup, duplicates and inconsistent dates can build up fast. This automation formats dates, finds matching master records and updates or creates them, then marks the intake row as processedβso your team can keep one source of truth.
Google Sheetsor swap with your favorite app
2.Normalize intake date fields
Integrate Formatter by Zapier and data normalization tools to normalize date fields and map formatted dates to master date fields.
Formatter by Zapieror swap with your favorite app
3.Iterate multiple master matches
Integrate Looping by Zapier and spreadsheet lookup tools to iterate candidate master rows when multiple matches are returned.
Looping by Zapieror swap with your favorite app
4.Update or create master customer record
Integrate Google Sheets and deduplication lookups to update the matching active master row or create a new master record.
5.Mark intake row as processed
Integrate Google Sheets to update the intake worksheet with a processed timestamp so the row is not reprocessed.
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Improve CRM data quality with automated duplicate checks, field normalization, and record updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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