- CRM Automation
- CRM Data Integration
- Sheet-to-CRM automation
Transfer and format data from spreadsheets to a crm system
This automation enables businesses to automatically move and structure data from spreadsheet rows into customer relationship databases, ensuring real-time updates and consistent formatting without manual entry. It solves data silos and human error by standardizing lead, contact, and deal information as soon as new rows appear or existing entries change. The result is faster follow-ups, improved data accuracy, and more efficient pipeline management.
Filter by common apps:
Bitrix24 CRM
Formatter by Zapier
Google Sheets
Filter by Zapier
Zoho CRM
Slack
Wise Agent CRM
Salesforce
Schedule by Zapier
Code by Zapier
Webhooks by Zapier
ActiveCampaign
Zoho Forms
HubSpot
- Transfer updated deal information from Bitrix24 CRM to Google Sheets, format dates, and create new rows
- Update Zoho CRM and notify Slack channel when Google Sheets data changes
Update Zoho CRM and notify Slack channel when Google Sheets data changes
- Add or update lead information in Wise Agent CRM from new Google Sheets entry
Add or update lead information in Wise Agent CRM from new Google Sheets entry
- Transfer new Salesforce records to Google Sheets and update existing data
Transfer new Salesforce records to Google Sheets and update existing data
- Retrieve and log updated event data from Salesforce to Google Sheets daily
Retrieve and log updated event data from Salesforce to Google Sheets daily
- Update account information in ActiveCampaign from Google Sheets and retrieve details via Webhooks
Update account information in ActiveCampaign from Google Sheets and retrieve details via Webhooks
- Import and update contacts in Salesforce from Google Sheets
Import and update contacts in Salesforce from Google Sheets
- Capture client subscription data from Zoho Forms, format it, and submit to HubSpot
Capture client subscription data from Zoho Forms, format it, and submit to HubSpot
- Create deals in HubSpot and associate them from new or updated Google Sheets rows
Create deals in HubSpot and associate them from new or updated Google Sheets rows