Google Sheets
Solve CRM
zapier

An automated workflow using zapier

Connects Google Sheets + Solve CRM

Create Solve CRM Contacts via a Google Spreadsheet or Form

About this workflow template

This automation scenario allows you to connect Google Sheets and Solve CRM

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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 Solve CRM can also be integrated using automation tools other than zapier:

Diagram

Create Solve CRM Contacts via a Google Spreadsheet or Form
Workflow diagram: Google Sheets + Solve CRM integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New Spreadsheet Row in Google Sheets

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

Then this action happens in Solve CRM

Solve CRM

Create Contact in Solve CRM

Create a new contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Solve CRM Contacts via a Google Spreadsheet or Form.

Part I

Configure Applications

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

    Connect Solve CRM to Zapier.

    Give Zapier access to your Solve CRM account, using Solve 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 (Triggered when a new row is added to the bottom of a spreadsheet.).

  • Then set up an Action for Solve CRM

    Then set up an Action for Solve CRM

    Choose this action: Create Contact (Create a new contact.).

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 Solve 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 Create Solve CRM Contacts via a Google Spreadsheet or Form!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered 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)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    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

    Triggered when you create a new spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Solve CRM

    Create contact

    Create a new contact.

    zapierintegrately
    actionbyzapierintegrately
  • Solve CRM

    Create company

    Creates a new company.

    zapierintegrately
    actionbyzapierintegrately
  • Solve CRM

    New tagged contact

    Triggers when a specific tag is applied to a contact.

    zapier
    triggerbyzapier
  • Solve CRM

    New contact

    Triggers when you add a new contact.

    zapier
    triggerbyzapier
  • Solve CRM

    New workgroup

    Triggers when a new workgroup is created.

    zapier
    triggerbyzapier
  • Solve CRM

    Tags for contact

    Fetches the categories for contacts.

    zapier
    triggerbyzapier

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.