Google Sheets + Redtail CRM

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

Streamline your sales process with this simple workflow. When there are any new or updated rows in your Google Sheets Team Drive, relevant contact details are immediately created in your Redtail CRM. This saves time, enhances accuracy and ensures seamless data management across both applications. Perfect for sales teams aiming to optimize their contact management process.

Streamline your sales process with this simple workflow. When there are any new or updated rows in your Google Sheets Team Drive, relevant contact details are immediately created in your Redtail CRM. This saves time, enhances accuracy and ensures seamless data management across both applications. Perfect for sales teams aiming to optimize their contact management process.

  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 Contact

    Creates a new contact 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
google-sheets logo
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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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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