Client Hub + Google Sheets
Create new Client Hub client companies from new or updated rows in Google Sheets
Keep your client data fresh and organized with this powerful workflow. When new or updated information appears on your Google Sheets, Client Hub will instantly create a new customer company profile, eliminating the need to manually transfer details. This integration eases the process of managing client data, allowing for a more unified and efficient system.
Keep your client data fresh and organized with this powerful workflow. When new or updated information appears on your Google Sheets, Client Hub will instantly create a new customer company profile, eliminating the need to manually transfer details. This integration eases the process of managing client data, allowing for a more unified and efficient system.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create New Client Company
Creates a new Client Company
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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?
