Integrate Google Sheets with Agile CRM
Send information between Google Sheets and Agile CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Google Sheets and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Worksheet created
Triggers when a new worksheet is created in the selected spreadsheet
Row added
Triggers when a new row is added to the bottom of the selected worksheet
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create spreadsheet
Creates a new spreadsheet
Create row
Creates a new row in the selected worksheet
Update row
Updates the specified row in the selected worksheet
Fetch row
Fetches an existing row by the given value
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
What is Google Sheets?
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.
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What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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