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.
Hi
Yes, 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-zapier
Option 1 (very task intensive):
Trigger: Whatever trigger you have from your CRM
Action: Create Spreadsheet (duplicate a template)
Loop: Update each row with value
The 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 reference formulas)
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 formulas on your formatted sheet to reference specific cells on the second sheet.
Trigger: Whatever trigger you have from your CRM
Action: Create Spreadsheet (duplicate a template)
Action: Create Row on Spreadsheet
Feel free to reach out to us if you need help implementing!
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