This automation scenario allows you to connect Google Sheets and Agile CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and Agile CRM can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggers when a new row is added to the bottom of a spreadsheet.
Then this action happens in Agile CRM
Creates New Contact in the Agile CRM.
This guide contains information on how to set up an automatic workflow that allows to Turn new Google Sheets rows into Agile CRM contacts.
Part I
First, we need to connect Google Sheets and Agile CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect Agile CRM to Zapier.
Give Zapier access to your Agile CRM account, using Agile CRM credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).
Then set up an Action for Agile CRM
Choose this action: Create Contact (Creates New Contact in the Agile CRM.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Agile CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Turn new Google Sheets rows into Agile CRM contacts!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates New Contact in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Create a deal in the Agile CRM.
Add a Note to the Contact.
Add Tag to a Contact in the Agile CRM.
Creates a new contact.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.