Google Sheets + Perfex CRM
Create spreadsheet rows in Google Sheets for new leads in Perfex CRM
Streamline your customer management and data recording process seamlessly. With this workflow, as soon as there's a new lead in Perfex CRM, a row will be added to your specified Google Sheets without lifting a finger. Keep your team in the loop and ensure every lead is accounted for in a systematic manner. Optimize your business process with this simple yet effective automation.
Streamline your customer management and data recording process seamlessly. With this workflow, as soon as there's a new lead in Perfex CRM, a row will be added to your specified Google Sheets without lifting a finger. Keep your team in the loop and ensure every lead is accounted for in a systematic manner. Optimize your business process with this simple yet effective automation.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IdRequired
Start TimeRequired
End Time
Staff Id
Hourly Rate
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.companyRequired
Vat
Phone Number
Website
Address
City
State
Zip
Country
Partnership Type
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SourceRequired
StatusRequired
NameRequired
Assigned
Client ID
Tags
Contact
Title
Email
Website
Phonenumber
Company
Address
City
State
Country
Default Language
Description
Custom Contact Date
Contacted Today
Is Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Related TypeRequired
Related IDRequired
Proposal ToRequired
DateRequired
Open Till Date
Currency IdRequired
EmailRequired
Discount Type
Status Id
Assigned id
Item IdRequired
Item Related IdRequired
Item Rel TypeRequired
Item DescptionRequired
Item Long DescriptionRequired
Item QuantityRequired
Item RateRequired
Item UnitRequired
SubtotalRequired
TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
DepartmentRequired
Contact IdRequired
User IdRequired
Project Id
Ticket Message
service
Assigned
CC
Priority
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
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
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubjectRequired
Date StartRequired
Client IdRequired
Date End
Contract Type
Contract Value
Description
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Invoice NumberRequired
Invoice DateRequired
CurrencyRequired
Item IdRequired
Item Related IdRequired
Relation TypeRequired
Item DescriptionRequired
Item Long DescrptionRequired
Item QuantityRequired
Item RateRequired
Item UnitsRequired
Allowed Payment Modes
Billing StreetRequired
SubtotalRequired
TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Related TypeRequired
Client IDRequired
Billing TypeRequired
Start DateRequired
StatusRequired
Progress From Tasks
Project Cost
Progress
Project Rate Per Hour
Estimated Hours
Project Members
Deadline Date
Tags
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Start DateRequired
Is Public?
Billable?
Hourly Rate
Milestone
DueDate
Priority
Repeat Every
Cycles
Related TypeRequired
Related ID
Tags
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Estimate DateRequired
Due Date
CurrencyRequired
Item IdRequired
Item Related IdRequired
Item Rel TypeRequired
DescriptionRequired
Item Long DescriptionRequired
Item QuantityRequired
Item RateRequired
Item UnitRequired
SubtotalRequired
TotalRequired
Billing StreetRequired
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping State
Shipping Zip
Shipping Country
Tags
Status
Reference No
Sale Agent
Admin Note
Client Note
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
companyRequired
Vat
Phone Number
Website
Address
City
State
Zip
Country
Partnership Type
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
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
Related categories
Related Zap Templates
- Create leads in Perfex CRM from new or updated rows in Google Sheets
- Add new Perfex CRM payments to Google Sheets rows
- Create new Google Sheets rows for new Perfex CRM projects
- Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
- Update Google Sheets rows with new customers from Perfex CRM