Google Sheets + Perfex CRM
Create new Perfex CRM customers from new or updated rows in Google Sheets team drive
Enhance your CRM strategy by leveraging this Google Sheets to Perfex CRM workflow. With every new or updated entry in your Google Sheets spreadsheet, a customer profile is immediately created in your Perfex CRM. This streamlines client onboarding, ensuring your CRM stays constantly up-to-date with your team's latest data. Boost your operational efficiency with this simplified, time-saving process.
Enhance your CRM strategy by leveraging this Google Sheets to Perfex CRM workflow. With every new or updated entry in your Google Sheets spreadsheet, a customer profile is immediately created in your Perfex CRM. This streamlines client onboarding, ensuring your CRM stays constantly up-to-date with your team's latest data. Boost your operational efficiency with this simplified, time-saving process.
- When this happens...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.
- automatically do this!Create Customer
Creates a Customer in the system.
- Free forever for core features
- 14 day trial for premium features & apps
