Google Sheets + Relate
Create orgs, contacts, deals, and notes in Relate for each new or updated row in Google Sheets
Save time and enhance accuracy by keeping your Relate records up-to-date with changes from Google Sheets. This workflow creates new organizations, contacts, deals, and notes in Relate as soon as updates are made to a spreadsheet row in Google Sheets. Maintain seamless consistency across both platforms and streamline your daily operations.
Save time and enhance accuracy by keeping your Relate records up-to-date with changes from Google Sheets. This workflow creates new organizations, contacts, deals, and notes in Relate as soon as updates are made to a spreadsheet row in Google Sheets. Maintain seamless consistency across both platforms and streamline your daily operations.
- When this happens...
New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Org & Contact & Deal & NoteCreate new organization, contact, deal and note
ActionWriteCreate a new record or update an existing record in your app.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Organization IDRequired
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
Contact NameRequired
Contact Title
Contact EmailRequired
Contact Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization IDRequired
Author ID
Author email
Note bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company Website
Company Description
Organization Assignee
Contact NameRequired
Contact Title
Contact EmailRequired
Contact Phone
Note
Deal Assignee
Pipeline Stage
Prospect Status
Deal Value
Deal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
IDRequired
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note ID
New note body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
IDRequired
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
Organization Name
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization Name
Match Mode
Organization ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Organization Name
Pipeline Stage
Pipeline Name
Pipeline Stage Name
Prospect Status
Prospect Status Name
Deal ValueRequired
Deal Value PeriodRequired
Contact
Deal Assignee
Deal Assignee Email
Deal Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization NameRequired
Match Mode
Organization ID
Organization Website
Organization Description
Organization Assignee
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List IDRequired
Contact IDRequired
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Organization IDRequired
Contact ID
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Pipeline Stage
Pipeline Name
Pipeline Stage Name
Prospect Status
Prospect Status Name
Deal ValueRequired
Deal Value PeriodRequired
Contact
Deal Assignee
Deal Assignee Email
Deal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Website
Organization Description
Organization Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Contact
Name
New Name
New Title
Email
New Email
Phone
New Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
New Contact
New Deal Assignee
New Deal Assignee Email
New Pipeline Stage
New Pipeline Name
New Pipeline Stage Name
New Prospect Status
New Prospect Status Name
New Deal Value
New Deal Value Period
New Deal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
New Organization Name
Organization Website
Organization description
Organization Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Email
Phone
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Name
Author email
Note body
ActionThis is an event a Zap performs.SearchFind existing data in your appContact NameRequired
Contact EmailRequired
Contact Phone
Contact ID
Organization ID
Contact Title
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Organization Name
Author email
Note bodyRequired
Author ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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