Google Sheets + Privyr
Create Privyr clients from new Google Sheets rows
Easily keep your Privyr clients organized when you add new entries to your Google Sheets. With this workflow, each new row added in your Google Sheets will automatically create a client in Privyr. Save time and streamline your client management process by eliminating manual data entry and ensuring all your client information is in the right place.
Easily keep your Privyr clients organized when you add new entries to your Google Sheets. With this workflow, each new row added in your Google Sheets will automatically create a client in Privyr. Save time and streamline your client management process by eliminating manual data entry and ensuring all your client information is in the right place.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client
Create a new client in your Privyr account
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
