Google Sheets + SmartOffice

Create new SmartOffice contacts from new Google Sheets rows

With this workflow, the moment you add a new row to your Google Sheets document, a new contact will be created in your SmartOffice application, streamlining your information management process. This integration will ensure all your important data is transferred correctly, so you can spend less time on data entry and more on what really matters. Simplify your work process and avoid any potential for human error with this streamlined workflow.

With this workflow, the moment you add a new row to your Google Sheets document, a new contact will be created in your SmartOffice application, streamlining your information management process. This integration will ensure all your important data is transferred correctly, so you can spend less time on data entry and more on what really matters. Simplify your work process and avoid any potential for human error with this streamlined workflow.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    SmartOfficeSmartOffice
    Add Contact

    Adds an Individual Contact (i.e., a Person) to SmartOffice

    ActionWrite
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Supported triggers and actions

    • 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
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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About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

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  • CRM (Customer Relationship Management)

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