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.

  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!
    Perfex CRMPerfex CRM
    Create Customer

    Creates a Customer in the system.

    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

Related categories

  • Google
  • Spreadsheets

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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
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Related categories

  • CRM (Customer Relationship Management)