Google Sheets + TotalBrokerage
Create new TotalBrokerage contacts from new Google Sheets rows
Easily keep your client database updated with this streamlined workflow. Once you add a new row in Google Sheets, a new contact is instantly created within your TotalBrokerage app. This automation ensures information consistency across your platforms, saving you the hassle of manual entries and freeing up time for more critical tasks. Experience a seamless data transfer process while ensuring no contact falls through the cracks.
Easily keep your client database updated with this streamlined workflow. Once you add a new row in Google Sheets, a new contact is instantly created within your TotalBrokerage app. This automation ensures information consistency across your platforms, saving you the hassle of manual entries and freeing up time for more critical tasks. Experience a seamless data transfer process while ensuring no contact falls through the cracks.
- When this happens...
New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreate a contact in your TotalBrokerage CRM.
ActionWriteCreate a new record or update an existing record in your app.
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Drive
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
Account Created
Triggers when a new account is created in your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account in your brokerage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created for your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contacts Imported
Triggers when contacts are mass imported into the CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Transaction
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Added
Triggers when a new date is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Removed
Triggers when a date is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Received for Transaction
Triggers when an email is received for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Property Updated
Triggers when the property information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Status Updated
Triggers when the status of a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
Contact Capture Email Address
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
OfficesRequired
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
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Email Address
Type
Phone Number
Type
Tags
Notes
OwnerRequired
OfficeRequired
Lead Route
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
First Name Criteria
Last Name
Last Name Criteria
Company
Company Criteria
Email
Email Criteria
Phone
Phone Criteria
Lead Type
Lead Type Criteria
Lead Status
Lead Status Criteria
Lead Source
Lead Source Criteria
Language
Language Criteria
Owner
Office
Tags
Tags Criteria
Include Trashed Contacts?
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
No 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 foundAccount Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Contact
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Created
Triggers when a new transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Notes
Email Address
Type
Phone Number
Type
Tags
Owner
Office
Duplicate Check Option
Send Notification
Lead Route Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
EnabledRequired
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
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Email Address
Type
Phone Number
Type
Tags
Notes
Owner
Office
Lead Route ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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