CRM in Cloud + Google Sheets
Create or update CRM in Cloud quotes from new Google Sheets rows
Experience seamless transition of data from Google Sheets to CRM in Cloud with this handy workflow. Whenever a fresh row is added to your spreadsheet, the same information is utilized to form or update a quote in CRM in Cloud in real time. This direct connectivity eliminates the need for manual data entry, clearing up space for more significant business activities. Enhance productivity and ensure precise data maintenance with this efficient routine.
Experience seamless transition of data from Google Sheets to CRM in Cloud with this handy workflow. Whenever a fresh row is added to your spreadsheet, the same information is utilized to form or update a quote in CRM in Cloud in real time. This direct connectivity eliminates the need for manual data entry, clearing up space for more significant business activities. Enhance productivity and ensure precise data maintenance with this efficient routine.
- When this happens...
New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update QuoteCreates a new Quote, or update an exising one specifying its ID field value.
ActionWriteCreate a new record or update an existing record in your app.
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Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundList IDRequired
Anagraphic TypeRequired
Email typeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planThe unique id of the Catalog
Product code
Product name
Activation cost
Active product
Availability
Barcode
Bundle
Category
Closing cost
Cost
Cross Db
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner
Print long description in quotes
Publish
Quantity
Quantity per box
Renewable
Renewal price
Saleable
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the applied Vat for this product
the Name of the category - Read Only
the photo of the contact
The Volume of the product
Type (Enum property)
Unit of measure
Unit of measure
Unit price
Upgradeable
Validity date
VAT
Years old
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Unique id of the Contact
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Assistant
Assistant phone
Birthdate
Birthplace
Business roles (CSV list with ";" separator)
Categories (CSV list with ";" separator)
City
Code
Commercial agent (CSV list with ";" separator)
Company
Contact Commercial Zone
Country
Customer from
Do not contact
External Reference
Gender (Enum property)
Global Or Personal
Indicate if Anagraphic is soft deleted
Job title
Language
Last contact date
Lead
Mailing list consent
Mobile phone 2
Next contact date
Notes
Owner
Phone 2
Privacy management
Privacy policy marketing
Privacy survey
Region
Skype
Source
State/Province
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner
Phase
Phase expiration date
Probability (%)
Promotion
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Crossed
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Referrer Text
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type Of Cross (Enum property)
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
Company Unique Id
Company name
Natural person
Surname
Name
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Company type
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Destination of
Do not contact
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Industry
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner
Payment condition
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The Unique id
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Company
Address
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Country
Currency
Customer from
Do not contact
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Industry
Interest
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner
Phase expiration date
Priority
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Related company
Related contact
Source
State/Province
Status
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Crossed
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Referrer Text
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type Of Cross (Enum property)
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Unique Id
Company name
Natural person
Surname
Name
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Company type
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Destination of
Do not contact
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Industry
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner
Payment condition
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Unique id
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Company
Address
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Country
Currency
Customer from
Do not contact
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Industry
Interest
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner
Phase expiration date
Priority
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Related company
Related contact
Source
State/Province
Status
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Anagraphic TypeRequired
Anagraphic ID
Email type
Anagraphic email
Anagraphic name
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Catalog
Product code
Product name
Activation cost
Active product
Availability
Barcode
Bundle
Category
Closing cost
Cost
Cross Db
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner
Print long description in quotes
Publish
Quantity
Quantity per box
Renewable
Renewal price
Saleable
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the applied Vat for this product
the Name of the category - Read Only
the photo of the contact
The Volume of the product
Type (Enum property)
Unit of measure
Unit of measure
Unit price
Upgradeable
Validity date
VAT
Years old
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The Unique id of the Contact
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Assistant
Assistant phone
Birthdate
Birthplace
Business roles (CSV list with ";" separator)
Categories (CSV list with ";" separator)
City
Code
Commercial agent (CSV list with ";" separator)
Company
Contact Commercial Zone
Country
Customer from
Do not contact
External Reference
Gender (Enum property)
Global Or Personal
Indicate if Anagraphic is soft deleted
Job title
Language
Last contact date
Lead
Mailing list consent
Mobile phone 2
Next contact date
Notes
Owner
Phone 2
Privacy management
Privacy policy marketing
Privacy survey
Region
Skype
Source
State/Province
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner
Phase
Phase expiration date
Probability (%)
Promotion
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About CRM in Cloud
Related categories
About Google Sheets
Related categories
Related Zap Templates
- Create or update CRM in Cloud leads from new Google Sheets rows
- Create or update CRM in Cloud leads from new or updated Google Sheets rows
- Create or update CRM in Cloud leads from new or updated Google Sheets spreadsheet rows
- Create new rows in Google Sheets for newly updated companies in CRM in Cloud
- Update and create CRM in Cloud contacts from new or updated Google Sheets rows