Builder Prime + Google Sheets + Filter by Zapier
Builder Prime + Google Sheets + Filter by Zapier
Builder Prime + Google Sheets integrations
Create Builder Prime leads from new or updated Google Sheets rows
Use a Google Sheet to add new leads into Builder Prime. This is handy if you're collecting lead data out in the field, or perhaps don't have internet access and want to use Google Sheets in offline mode. Once there is a data connection, all the new leads will get added to Builder Prime. We recommend using the filter step that requires a specific column to be filled in for a row before running. This prevents partial data from being sent over to Builder Prime from your Google Sheet.
- When this happens...New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this!Create Client RecordCreates a new client record.
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More things you can do with these apps
Discover other triggers and actions you can use with Google Sheets, Filter by Zapier, and more
- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
ActionWrite
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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