Google Sheets + Workbooks CRM Integration

Connect Google Sheets to Workbooks CRM in 1 click

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1.
  • Google Sheets
    Spreadsheet row is created in Google Sheets
  • Google Sheets
    Spreadsheet row is created or updated in Google Sheets
  • Google Sheets
    Spreadsheet is created in Google Sheets
  • Google Sheets
    Worksheet is created in Google Sheets
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
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2.

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Ready Workflows Ready Workflows   for Google Sheets + Workbooks CRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Workbooks CRM + Google Sheets Integration

Create Google Sheets row for new Workbooks CRM contact

When a new contact is created in your Workbooks CRM, you can automatically create a row for them in your Google Sheets. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Google Sheets + Workbooks CRM Integration

Create Workbooks CRM contact for new Google Sheets row

Automatically creating Workbooks CRM contact records for new Google Sheets row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Automations

Top 10 Most Popular Google Sheets Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
GoToWebinar logo
Create GoToWebinar registrant for new Google Sheets row
Activate
Google Sheets logo
WhatsApp logo
Send WhatsApp message for new Google Sheets row
Activate
WhatsApp logo
Google Sheets logo
Create Google Sheets row for new message received in WhatsApp
Activate
Google Sheets logo
HubSpot logo
Create HubSpot contact for new Google Sheets row
Activate
Google Sheets logo
WhatsApp logo
Send WhatsApp message for updated Google Sheets row
Activate
Google Sheets logo
GoToWebinar logo
Create GoToWebinar registrant for new Google Sheets row
Activate
Google Sheets logo
WhatsApp logo
Send WhatsApp message for new Google Sheets row
Activate
WhatsApp logo
Google Sheets logo
Create Google Sheets row for new message received in WhatsApp
Activate
Google Sheets logo
HubSpot logo
Create HubSpot contact for new Google Sheets row
Activate
Google Sheets logo
WhatsApp logo
Send WhatsApp message for updated Google Sheets row
Activate
Google Sheets logo
ClickUp logo
Create ClickUp task for new Google Sheets row
Activate
Shopify logo
Google Sheets logo
Create Google Sheets row for new Shopify order
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Google Sheets logo
Trello logo
Create Trello card for new Google Sheets row
Activate
Instamojo logo
Google Sheets logo
Create Google Sheets row for new Instamojo payment
Activate
Google Sheets logo
ClickUp logo
Create ClickUp task for new Google Sheets row
Activate
Shopify logo
Google Sheets logo
Create Google Sheets row for new Shopify order
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Google Sheets logo
Trello logo
Create Trello card for new Google Sheets row
Activate
Instamojo logo
Google Sheets logo
Create Google Sheets row for new Instamojo payment
Activate

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
02
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
03
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
04
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
05
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
cloud
Workbooks CRM
app integration
06
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
07
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
08
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
09
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
10
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Google Sheets or Workbooks CRM With 1400+ Other Apps

Google Sheets
Google Sheets
Google Sheets is a free, fully-featured spreadsheet app for all your number crunching and list-making needs. Collaborate with others from any device, or get stuff done on the go.
Workbooks CRM
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.