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IntegrationsGoogle SheetsCRM.io
Google Sheets + CRM.io

Connect Google Sheets and CRM.io to Build Intelligent Automations

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Google Sheets

When this happens...

Choose an Action

CRM.io

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Spreadsheet Row

New or Updated Spreadsheet Row

Triggers when a new row is added or modified in a spreadsheet.

Request a new Trigger for Google Sheets

Do thisActions

Action is the task that follows automatically within your Google Sheets integrations.

Update Spreadsheet Row

Update Spreadsheet Row

Update a specific row in the selected Google Sheet with the provided field values. Skips any fields that don’t match sheet headers and returns a warning if columns are unmapped.

List Sheet Rows

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.

Delete Row

Delete Row

delete row from a specified sheet.

Add New Row

Add New Row

Create a new entry in a spreadsheet

Lookup Spreadsheet Rows

Lookup Spreadsheet Rows

Return rows from a Google Sheet that match a basic column-value lookup or an advanced filter prompt. Supports limiting results and searching from the last row.

Copy Subsheet

Copy Subsheet

Creates a new sheet by copying an existing sheet from a spreadsheet.

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Step by step guides to integrate Google Sheets and CRM.io

Frequently Asked Questions

How do I start an integration between Google Sheets and CRM.io?

To start, connect both your Google Sheets and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in CRM.io (or vice versa).

Can we customize how data from Google Sheets is recorded in CRM.io?

Absolutely. You can customize how Google Sheets data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Google Sheets and CRM.io?

The data sync between Google Sheets and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Google Sheets to CRM.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Google Sheets and CRM.io?

Yes, you can set conditional logic to control the flow of data between Google Sheets and CRM.io. 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.

Google Sheets

About 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.

ProductivityTop Free Apps
Learn More
CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

CRM (Customer Relationship Management)Sales & CRM
Learn More

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