Google Sheets + Perfex CRM
Create leads in Perfex CRM from new or updated rows in Google Sheets
When changes occur within a specific Google Sheets spreadsheet, this workflow swiftly transfers the information to Perfex CRM, creating a lead. It's an effective way of keeping your CRM up-to-date with contacts added or updated in your spreadsheets, ensuring a streamlined and efficient process. Benefit from an organized customer management system with zero effort towards manual data entry.
When changes occur within a specific Google Sheets spreadsheet, this workflow swiftly transfers the information to Perfex CRM, creating a lead. It's an effective way of keeping your CRM up-to-date with contacts added or updated in your spreadsheets, ensuring a streamlined and efficient process. Benefit from an organized customer management system with zero effort towards manual data entry.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Lead
Creates a Lead in the system.
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