Google Sheets + Sage Sales Management
Create new spreadsheets in Google Sheets for each new account in ForceManager
Streamline your sales and data management with this efficient automation. When a new account is created in your ForceManager app, this workflow will instantly create a new spreadsheet in Google Sheets. This ensures all your sales data from ForceManager is seamlessly organized in Google Sheets, saving your time and efforts for manual data entry. Maintain your focus on closing deals while this workflow takes care of your data tracking.
Streamline your sales and data management with this efficient automation. When a new account is created in your ForceManager app, this workflow will instantly create a new spreadsheet in Google Sheets. This ensures all your sales data from ForceManager is seamlessly organized in Google Sheets, saving your time and efforts for manual data entry. Maintain your focus on closing deals while this workflow takes care of your data tracking.
- When this happens...
New AccountTriggers when a new account is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create SpreadsheetCreates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
ActionWriteCreate a new record or update an existing record in your app.
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Sales Order Updated
Triggers when a sales order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar Item Updated
Triggers when a calendar item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when a new sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Name
Branch
Owners
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone
Phone 2
Phone 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task or EventRequired
ContactRequired
SubjectRequired
OwnerRequired
Start DateRequired
End DateRequired
Start HourRequired
End HourRequired
BranchRequired
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
First Name
Last Name
Account
Gender
Owner
Type
Address Line 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Item IDRequired
Task or Event
Contact
Subject
Owner
Start Date
End Date
Start Hour
End Hour
Branch
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity ID
Reference
Owner
Sales Probability
Branch
Status
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Field NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Field NameRequired
Field ValueRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External 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 foundEmail or PhoneRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNo 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.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
Activity Updated
Triggers when an activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Item
Triggers when a new calendar item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.StatusRequired
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Owner
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Account
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TypeRequired
OwnerRequired
DateRequired
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read-only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account
Name
Branch
Owners
Type
Segment
Status
Account Value Added Tax identification number
Public
Read-only Account
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
Account
Type
Owner
Date
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Entity IDRequired
Description in Spanish
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Status
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Sales Rep Id
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity External IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External 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 foundExternal IDRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External 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 foundField NameRequired
Field ValueRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity External IdRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 found
About Google Sheets
Related categories
About Sage Sales Management
Related categories
Related Zap Templates
- Add contacts to ForceManager CRM from new Google Sheets rows
- Create accounts in ForceManager for new or updated rows in Google Sheets
- Create new ForceManager accounts from new rows in Google Sheets
- Update Google Sheets rows with each updated ForceManager opportunity
- Create new ForceManager accounts from new or updated rows in Google Sheets team drive