How can I update specific rows in a Google Sheet and CRM by matching volunteer names when receiving a new application?

  • 4 September 2023
  • 1 reply

Userlevel 1



So we would have a google sheet which is a list of volunteers that have completed the agreement form, we would use the whenever a new row is created trigger, but is there a way for it to look at the row and match the volunteers name when it is making changes to the row in the linked CRM? Or will it just make changes to the newest row regardless of if the volunteers name in the CRM matches

Whenever we get a new application the rows will change in both sheet and CRM and sometimes there will be more people in the CRM than in the sheet since not all people in the CRM will complete the agreement to fully become a volunteer

Make an explanation if that helps

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1 reply

Userlevel 7
Badge +14

Hi @SanctuaryHostel 

Good question.

Can you post detailed screenshots with how your Zap steps are configured to help give us more context?

Which CRM app are you using?