EspoCRM + Google Sheets

Create multiple rows in Google Sheets for each new lead in EspoCRM

When a new lead comes in through EspoCRM, this workflow instantly adds them to your Google Sheets document, saving you the manual data entry. The entire process is automated, freeing up your time and ensuring no lead falls through the cracks. Make the most of your lead management by streamlining your data collection and tracking.

When a new lead comes in through EspoCRM, this workflow instantly adds them to your Google Sheets document, saving you the manual data entry. The entire process is automated, freeing up your time and ensuring no lead falls through the cracks. Make the most of your lead management by streamlining your data collection and tracking.

  1. When this happens...
    EspoCRMEspoCRM
    New Lead

    Triggers when a new Lead is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

  • EspoCRM triggers, actions, and search

    Updated Lead Status

    Triggers when a Lead Status is updated.

    Trigger
    Instant
    Try It
    • IDRequired

    Action
    Write
    • IDRequired

    • Status

    • Assigned User ID

    Action
    Write
    • Text FilterRequired

    • Primary Filter

    • First Name

    • Last Name

    • Account Name

    • Email Address

    • Phone Number

    • Status

    • Source

    • Assigned User ID

    • Description

    • Title

    • Address Street

    • Address City

    • Address Country

    • Address State

    • Address Postal Code

    Action
    Search or write
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espocrm-1 logo

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

Related categories

  • CRM (Customer Relationship Management)
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

Related categories

  • Google
  • Spreadsheets

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