Create Clientify contacts from new or updated Google Sheets rows
Keep your Clientify contacts updated with this seamless workflow between Google Sheets and Clientify. Whenever you add or update a row in your Google Sheet, this automation will create a new contact in Clientify with the relevant details. Save time and maintain an organized database without manual effort.
Keep your Clientify contacts updated with this seamless workflow between Google Sheets and Clientify. Whenever you add or update a row in your Google Sheet, this automation will create a new contact in Clientify with the relevant details. Save time and maintain an organized database without manual effort.
- When this happens...Create Contact
Creates a Contact in Clientify
- automatically do this!New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
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TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner