Google Sheets + OnePageCRM

Create multiple rows in Google Sheets for each new deal in OnePageCRM

Automate and streamline your sales data with this efficient workflow. Once a fresh deal goes through in OnePageCRM, this system swiftly plays out the process of creating new deal entries in a Google Sheets spreadsheet. This facilitates real-time monitoring of key sales figures, boosting your work efficiency and ensuring smooth sales data organization.

Automate and streamline your sales data with this efficient workflow. Once a fresh deal goes through in OnePageCRM, this system swiftly plays out the process of creating new deal entries in a Google Sheets spreadsheet. This facilitates real-time monitoring of key sales figures, boosting your work efficiency and ensuring smooth sales data organization.

  1. When this happens...
    OnePageCRMOnePageCRM
    New Deal

    Triggers when a deal is created.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

  • OnePageCRM triggers, actions, and search

    Completed Next Action

    Triggers when a next action is completed.

    Trigger
    Instant
    Try It
    • Deal Status

    • Filter by Deal Name

    • Filter by Custom Filter

    • Filter by Tag

    Trigger
    Polling
    Try It
    • Search Phrase

    • Custom Filter ID

    • Filter by Contact Status

    • Filter by Tag

    • Filter by Lead Source

    • Filter by Deal Status

    • Starred

    • Include My Team Contacts

    Trigger
    Polling
    Try It
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

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  • Google
  • Spreadsheets

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onepage-crm logo
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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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