Google Sheets + LeadSimple

Create process notes in LeadSimple for new or updated rows in Google Sheets

Manage your lead follow-ups more efficiently with this workflow. Whenever there's new or updated information on your Google Sheets, this setup instantly captures the updates and creates a process note in LeadSimple. This seamless coordination between Google Sheets and LeadSimple allows you to keep your sales process consistent and on-track without any manual entry.

Manage your lead follow-ups more efficiently with this workflow. Whenever there's new or updated information on your Google Sheets, this setup instantly captures the updates and creates a process note in LeadSimple. This seamless coordination between Google Sheets and LeadSimple allows you to keep your sales process consistent and on-track without any manual entry.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    LeadSimpleLeadSimple
    Create Process Note

    Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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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

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  • Google
  • Spreadsheets

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leadsimple logo

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.
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