Google Sheets + Perfex CRM
Create new Perfex CRM customers from new or updated rows in Google Sheets
With this workflow, whenever you add or update a row in your Google Sheets, it directly translates into creating a new customer profile in your Perfex CRM. A boon to data-driven businesses, it helps save time by eliminating repetitive data entry work and fostering swift customer relationship management. It ensures your customer data remains up-to-date in Perfex CRM as you make changes to your spreadsheet.
With this workflow, whenever you add or update a row in your Google Sheets, it directly translates into creating a new customer profile in your Perfex CRM. A boon to data-driven businesses, it helps save time by eliminating repetitive data entry work and fostering swift customer relationship management. It ensures your customer data remains up-to-date in Perfex CRM as you make changes to your spreadsheet.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Customer
Creates a Customer in the system.
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