Google Sheets + Perfex CRM
Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
Keep your project management on point by linking Perfex CRM to Google Sheets with this workflow. With each new task generated in Perfex CRM, a corresponding row is created in your chosen Google Sheets document. This seamless integration ensures all your crucial task information is consolidated in one accessible location, bolstering your organization and productivity.
Keep your project management on point by linking Perfex CRM to Google Sheets with this workflow. With each new task generated in Perfex CRM, a corresponding row is created in your chosen Google Sheets document. This seamless integration ensures all your crucial task information is consolidated in one accessible location, bolstering your organization and productivity.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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