Connect Espo CRM and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Update Spreadsheet Row
List Sheet Rows
Delete Row
Add New Row to Sheet
Lookup Spreadsheet Rows
Copy Subsheet
Append Values
Add Multiple Rows
Create a SubSheet
Create Sheet Column
Get spreadsheet data from specific sheets/ranges
Create a Spreadsheet
Search Subsheet
Get Row Details
Ready to use Espo CRM and Google Sheets automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Spreadsheet Row is Added or Updated
Runs when spreadsheet row is added or updated.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Update Spreadsheet Row
Update specific columns in a sheet row with new values.
List Sheet Rows
Retrieve rows from a specified Google Sheets tab and return each row as an object (including _rowNumber and column values). Supports optional header rows, offset/limit paging, and listing from the last row; returns the next offset when available.
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Step by step guides to integrate Espo CRM and Google Sheets
Frequently Asked Questions
To start, connect both your Espo CRM and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Google Sheets typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Google Sheets. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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