Google Sheets + Surefire CRM

Create new Surefire CRM contacts from new or updated rows in Google Sheets team drive

Save time and streamline your workflow with this automation that updates Surefire CRM whenever there's a new or updated row in your Google Sheets (Team Drive). This handy setup ensures that your CRM is always up-to-date with the latest contact information from your team drive spreadsheet, eliminating manual data entry and ensuring accuracy. Expect a boost in efficiency and keep your focus where it truly belongs - on growing your clientele and business.

Save time and streamline your workflow with this automation that updates Surefire CRM whenever there's a new or updated row in your Google Sheets (Team Drive). This handy setup ensures that your CRM is always up-to-date with the latest contact information from your team drive spreadsheet, eliminating manual data entry and ensuring accuracy. Expect a boost in efficiency and keep your focus where it truly belongs - on growing your clientele and business.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row (Team Drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    TriggerScheduled
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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surefire logo

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
Help

Related categories

  • CRM (Customer Relationship Management)

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