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Frequently Asked Questions about Freshsales Suite + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshsales Suite and Google Sheets
How do I integrate Freshsales Suite with Google Sheets using Zapier?
To integrate Freshsales Suite with Google Sheets, you'll need to create a Zap in our platform. Start by selecting Freshsales Suite as your trigger app and choose a specific trigger event like 'New Lead'. Then set up Google Sheets as the action app and select an action event such as 'Create Spreadsheet Row'. Follow the guided instructions to connect your accounts and set up the desired mappings.
What kind of data can I move from Freshsales Suite to Google Sheets?
You can transfer various data types from Freshsales Suite to Google Sheets, including lead details, contact information, deal updates, and task completions. Our platform lets you tailor these fields during the Zap setup.
Can I update existing rows in Google Sheets when there's an update in Freshsales Suite?
Yes, you can. During the setup of your Zap, choose 'Updated Lead' or 'Updated Contact' as your trigger in Freshsales Suite and pair it with an 'Update Spreadsheet Row' action in Google Sheets to update entries accordingly.
Is it possible to create a new contact in Freshsales when a row is added in Google Sheets?
Absolutely, you can reverse the process by using Google Sheets as your trigger app with 'New Spreadsheet Row' as the trigger event and setting up Freshsales Suite as your action app where you choose 'Create Lead' or 'Create Contact'.
What should I do if my Zap isn't working correctly between these apps?
Start by checking our comprehensive troubleshooting guide which includes verifying triggers and actions setup correctly, ensuring that all required fields are mapped, and checking for any error messages in the Zap history.
Are there any limitations to be aware of when integrating these tools?
While our integration supports many functionalities, note that some advanced filtering options might require additional configurations. Moreover, pay attention to API limits imposed by both applications that could affect high-volume data transfers.
Do we support real-time syncing between Freshsales Suite and Google Sheets?
Our Zaps generally operate based on polling intervals; thus real-time syncing isn't typically available. However, they run frequently enough for most use cases but check if shorter intervals meet your specific business needs.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.