Google Sheets + IRIS CRM

Update IRIS CRM leads from new or updated Google Sheets rows

Keep your leads updated in IRIS CRM by connecting it to Google Sheets with this seamless workflow. Whenever there's a new or updated row in your Google Sheets spreadsheet, this automation will update the corresponding lead in IRIS CRM. Stay organized and ensure your CRM always reflects the latest information without any manual effort.

When this happens...
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Update Lead
Update an existing lead.
ActionWrite

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Supported triggers and actions

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
Try It
- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- 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
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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

Similar apps

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

Related Zap Templates

Create rows in Google Sheets for new tickets in IRIS CRM

Google Sheets + IRIS CRM

Update IRIS CRM leads from new or updated Google Sheets rows

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

Lead Created

Lead File Uploaded

Lead Note Added

Lead Status Updated

Ticket Checklist Updated

Ticket Created

Ticket Type Updated

Add Comment to Ticket

Add Note to Lead

Create New Lead

Send Email to Lead

Update Lead

Update Existing Ticket

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

Lead Deleted

Lead Email Received

Lead Restored

Lead Updated

Ticket Commented

Ticket Resolved

Ticket Updated

Add File to Lead

Assign User(s) to Lead

Create New Ticket

Send SMS to Lead

Update Lead Status

API Request (Beta)

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

About IRIS CRM

Related categories

Related Zap Templates

Related Zap Templates