Google Sheets + Perfex CRM
Update Google Sheets rows with new customers from Perfex CRM
Streamline your customer data management with this efficient workflow. When a new customer is added in Perfex CRM, this setup updates a corresponding row in your Google Sheets, ensuring your records are always up-to-date. It's a straightforward way to keep your customer information consistent and accessible, improving your business efficiency and customer engagement.
Streamline your customer data management with this efficient workflow. When a new customer is added in Perfex CRM, this setup updates a corresponding row in your Google Sheets, ensuring your records are always up-to-date. It's a straightforward way to keep your customer information consistent and accessible, improving your business efficiency and customer engagement.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Update Spreadsheet Row(s)
Update one or more rows in a specific spreadsheet (with line item support).
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