IntegrationsTogile Google Sheets
Togile + Google Sheets

Connect Togile and Google Sheets to Build Intelligent Automations

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Togile

When this happens...

Choose an Action

Google Sheets

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

New or Updated Spreadsheet Row

New or Updated Spreadsheet Row

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

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Do thisActions

Action is the task that follows automatically within your Togile integrations.

Create Lead

Create Lead

Add a new lead to Togile CRM with contact details, source, pipeline, and owner.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

Create Contact

Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.

Update Lead

Update Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

Find Product and Service

Find Product and Service

Search for products by name (case-insensitive exact match) and return matching product records.

Create User

Create User

Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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Step by step guides to integrate Togile and Google Sheets

Frequently Asked Questions

How do I start an integration between Togile and Google Sheets?

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

Can we customize how data from Togile is recorded in Google Sheets?

Absolutely. You can customize how Togile 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.

How often does the data sync between Togile and Google Sheets?

The data sync between Togile and Google Sheets 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 Togile to Google Sheets?

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 Togile and Google Sheets?

Yes, you can set conditional logic to control the flow of data between Togile 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.

Togile

About Togile

Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.

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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.

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