Connect Google Sheets and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Row Added Or Updated
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use Google Sheets and webCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Row Added Or Updated
Runs when row added or updated
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Google Sheets integrations.
Update Spreadsheet Row
Update columns in sheet row
List Sheet Rows
Retrieve rows from a Google Sheets tab as objects with row numbers; supports optional headers, offset/limit paging, and listing from the last row.
Delete Rows
Delete one or more rows from a specific sheet in a Google Spreadsheet using a row range or row numbers.
Add New Row to Sheet
Insert a row with given values
Lookup Spreadsheet Rows
Find rows in a Google Sheet that match a column value or an advanced filter.
Copy Sheet To Spreadsheet
Copy a sheet to another file
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Frequently Asked Questions
To start, connect both your Google Sheets and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Google Sheets data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Sheets and webCRM 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 Google Sheets and webCRM. 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 Google Sheets
Google Sheets is a cloud-based spreadsheet application that lets users create, edit, share, and collaborate on spreadsheets in real time.
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