Google Sheets
Agile CRM
zapier

An automated workflow using zapier

Connects Google Sheets + Agile CRM

Turn new Google Sheets rows into Agile CRM contacts

About this workflow template

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:

Diagram

Turn new Google Sheets rows into Agile CRM contacts
Workflow diagram: Google Sheets + Agile CRM integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New Spreadsheet Row in Google Sheets

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

Then this action happens in Agile CRM

Agile CRM

Create Contact in Agile CRM

Creates New Contact in the Agile CRM.

How to set up this workflow

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

Configure Applications

First, we need to connect Google Sheets and Agile CRM to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets credentials.

  • Connect Agile CRM to Zapier.

    Connect Agile CRM to Zapier.

    Give Zapier access to your Agile CRM account, using Agile CRM credentials.

Part II

Build an integration workflow

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

    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

    Then set up an Action for Agile CRM

    Choose this action: Create Contact (Creates New Contact in the Agile CRM.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

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

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

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

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Agile CRM

    Create contact

    Creates New Contact in the Agile CRM.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Create or update contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    zapier
    actionbyzapier
  • Agile CRM

    Create deal

    Create a deal in the Agile CRM.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Add note

    Add a Note to the Contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Agile CRM

    Add tag to contact

    Add Tag to a Contact in the Agile CRM.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat

Apps you need

Google Sheets

Google Sheets

Spreadsheets

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

Zapier

Automation Platforms

No-code automation service

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.