Google Sheets + ZeeRM
Create spreadsheet rows in Google Sheets for new contacts created in ZeeRM
Streamline your data management with this efficient workflow. When a new contact is added in ZeeRM, a corresponding row will be created in Google Sheets. This automation makes sure all your contact information in ZeeRM is consistently recorded in your Google Sheets, saving you from doing tedious data transfer tasks and focusing more on building relationships.
Streamline your data management with this efficient workflow. When a new contact is added in ZeeRM, a corresponding row will be created in Google Sheets. This automation makes sure all your contact information in ZeeRM is consistently recorded in your Google Sheets, saving you from doing tedious data transfer tasks and focusing more on building relationships.
- When this happens...Contact Created
Triggers when a Contact is Created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Contact Created
Triggers when a Contact is Created.
Try ItJob Status Changed
Triggers when a Job Status is changed.
Try ItLookup Key - Email AddressRequired
Contact - External Contact ID
Contact - Company Name
Contact - First Name
Contact - Last Name
Contact - Address Line 1
Contact - Address Line 2
Contact - City
Contact - State
Contact - Postal Code
Contact - Country ID
Contact - Home Phone Number
Contact - Work Phone Number
Contact - Cell Phone
Contact - Email Address
Contact - Comments
Contact - Mailing List Email
Contact - Mailing List Postal
Contact - Mailing List Transactional
Contact - Type ID
Contact - Industry Type ID
Contact - Status ID
Contact - Sub Status ID
Contact - Lead Source ID
Contact - Sub Lead Source ID
Contact - Job Title
Contact - Department
Contact - Manager
Contact - Office
Customer - Company Name
Customer - First Name
Customer - Last Name
Customer - Address Line 1
Customer - Address Line 2
Customer - City
Customer - State or Province
Customer - Postal Code
Customer - Country ID
Customer - Email Address
Customer - Cell Phone
Customer - Home Phone
Customer - Notes
Customer - Ok to send Emails
Lead - Lead Source IDRequired
Lead - Sub Lead Source ID
Lead - Inquiry Type ID
Lead - Request Type ID
Lead - Validate Only
Job - Postal CodeRequired
Job - Notes
Job - Construction TypeRequired
Contact Updated
Triggers when a Contact is Updated.
Try ItLead Created
Triggers when a Lead is Created.
Try ItContact - External Contact ID
Contact - Company Name
Contact - First Name
Contact - Last Name
Contact - Address Line 1
Contact - Address Line 2
Contact - City
Contact - State
Contact - Postal Code
Contact - Country ID
Contact - Home Phone Number
Contact - Work Phone Number
Contact - Cell Phone
Contact - Email Address
Contact - Comments
Contact - Mailing List Email
Contact - Mailing List Postal
Contact - Mailing List Transactional
Contact - Type IDRequired
Contact - Industry Type ID
Contact - Status ID
Contact - Sub Status ID
Contact - Lead Source ID
Contact - Sub Lead Source ID
Contact - Job Title
Contact - Department
Contact - Manager
Contact - Office
Lookup Key - Email AddressRequired
Lead External ID
Lead Source Category
Lead Source Sub Category
Lead Inquiry Type
UTM Source
Customer Company
Customer First Name
Customer Last Name
Customer Address Line 1
Customer Address Line 2
Customer City
Customer State
Customer Postal Code
Customer Country ID
Customer Home Phone
Customer Work Phone
Customer Cell Phone
Customer Email
Customer Notes
Customer Mailing List Postal
Customer Mailing List Email
Job Address Line 1
Job Address Line 2
Job City
Job State
Job Postal Code
Job Country ID
Job Notes
Job Construction Type ID
