FieldPulse + Google Sheets

Create a new row in Google Sheets for each new customer in FieldPulse

When you acquire a new customer in FieldPulse, this workflow ensures their details are immediately added to a new row in your Google Sheets spreadsheet. In turn, this reduces the need for manual data entry and ensures you have an up-to-date and organized Customer record at your fingertips. This seamless link between FieldPulse and Google Sheets keeps your business processes efficient and your customer data accurate and up-to-date.

When you acquire a new customer in FieldPulse, this workflow ensures their details are immediately added to a new row in your Google Sheets spreadsheet. In turn, this reduces the need for manual data entry and ensures you have an up-to-date and organized Customer record at your fingertips. This seamless link between FieldPulse and Google Sheets keeps your business processes efficient and your customer data accurate and up-to-date.

  1. When this happens...
    FieldPulseFieldPulse
    New Customer

    Trigger when a new customer is added.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FieldPulse triggers, actions, and search

    New Customer

    Trigger when a new customer is added.

    Trigger
    Instant
    Try It
    • WorkflowRequired

    • StatusRequired

    Trigger
    Instant
    Try It
  • FieldPulse triggers, actions, and search

    Last Updated Contact

    Trigger when a contact is updated.

    Trigger
    Instant
    Try It
    • Job Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • StatusRequired

    Trigger
    Instant
    Try It
  • FieldPulse triggers, actions, and search

    Last Created Contact

    Trigger when a new contact is added.

    Trigger
    Instant
    Try It
    • Customer Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    • Notes

    Action
    Write
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fieldpulse logo

About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.
Learn moreHelp

Related categories

  • Project Management
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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