Google Sheets + Redtail CRM

Create Redtail CRM activities from new or updated Google Sheets rows in team drive

Keep your CRM up-to-date with this seamless automation. When a new or updated row is detected in your Google Sheets Team Drive, this workflow will create an activity in Redtail CRM. Save time on manual data entry and ensure your team stays informed on important updates or tasks with this powerful integration.

Keep your CRM up-to-date with this seamless automation. When a new or updated row is detected in your Google Sheets Team Drive, this workflow will create an activity in Redtail CRM. Save time on manual data entry and ensure your team stays informed on important updates or tasks with this powerful integration.

  1. When this happens...
    Google SheetsGoogle Sheets
    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.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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google-sheets logo

About Google Sheets

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

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  • Google
  • Spreadsheets

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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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