Create or update PandaDoc contacts from new or updated Google Sheets spreadsheet rows
Keep your contact information up-to-date with this efficient workflow. When you add or update a row in a Google Sheets spreadsheet on your Team Drive, this automation will create or update the corresponding contact in PandaDoc. Save time on manual data entry and ensure your contacts in PandaDoc are always in sync with your Google Sheets data.
Keep your contact information up-to-date with this efficient workflow. When you add or update a row in a Google Sheets spreadsheet on your Team Drive, this automation will create or update the corresponding contact in PandaDoc. Save time on manual data entry and ensure your contacts in PandaDoc are always in sync with your Google Sheets data.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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