How do I duplicate/create a new Google sheet and then update that sheet with the client data from my CRM?

Question

Hi all, I am looking to create a zap to send data from our CRM into a Google Sheet. I want the zap to create a new Google sheet (duplicate an existing sheet) then update the duplicate sheet with the client data pulled from the CRM. Does this functionality exist? I am trying to do so but haven’t had any luck at all.

I have attached a screenshot of the snippet of sheet I’d like to duplicate for each client that makes it to this stage. Then have the zap populate those fields.

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Best answer by GetUWired 10 August 2022, 21:32

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GetUWired · Accepted Answer

Hi @A90 - JCYes, it definitely exists. There are a couple of ways you could tackle it.. You will need to add a header row to your google sheet in order for Zapier to load in input fields though.https://zapier.com/help/doc/how-to-set-up-your-google-spreadsheet-to-work-with-zapierOption 1 (very task intensive):Trigger: Whatever trigger you have from your CRMAction: Create Spreadsheet (duplicate a template)Loop: Update each row with valueThe loop is the tricky part.. as you essentially have to loop through each row and update only a few columns.. Not really the best solution but could work.Option 2 (use referenceformulas)If you were to add a second worksheet to your spreadsheet you could have Zapier add 1 row to the second worksheet and then use reference formulason your formatted sheet to reference specific cells on the second sheet.Trigger: Whatever trigger you have from your CRMAction: Create Spreadsheet (duplicate a template)Action: Create Row on SpreadsheetFeel free to reach out to us if you need help implementing!

How do I duplicate/create a new Google sheet and then update that sheet with the client data from my CRM?

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