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Find or Create a Contact, an Organization and an Opportunity when a Row is added or updated on a Spreadsheet via Surfe

Find or Create a Contact, an Organization and an Opportunity when a Row is added or updated on a Spreadsheet via Surfe Anytime a new spreadsheet row is created in Google Sheets through the Surfe integration, Zapier will check if a lead with the same email address already exists on CapsuleCRM. If the lead is not in CapsuleCRM, the integration creates it as a new lead. The zap will also check if there is an opportunity for the same company. If not, it will create one. IMPORTANT. When you connect Surfe to Google Sheets, a new spreadsheet named "Surfe - CRM" is created. The zap will ONLY work if you connect that spreadsheet. ”

Romain Ginestoucreated by Romain Ginestou
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap uses the following 3 apps

  • Google Sheets logo
  • Capsule CRM logo

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