Question

Google Sheets integration with CRM

  • 1 April 2021
  • 2 replies
  • 22 views

Userlevel 1

Hello Guys!

I have to integrated Google sheets to CRM. Now, I want to create a ZAP wherein the Trigger is “When a stage of the lead is changed in google sheet”  Action = “ New contact is created in CRM” How do I go about it?

 

Awaiting for the response from the community.

 

Thanks,

Santhosh


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2 replies

Userlevel 4
Badge +3

@Santhoshsdx 
What CRM are you using?

As a start, your trigger will be un updated row within Google Sheets, right? Please see an exmaple of that here: 

 

What you do after depends on your CRM and what you want to achieve. You might want to include a filter in between the trigger and the CRM action to make sure you only add people to your CRM if they are in a specific lead-stage.

Userlevel 7
Badge +10

@Santhoshsdx 
Just checking in to see if you still need help with this?