Google Sheets + Privyr
Create clients in Privyr from new or updated rows in Google Sheets
Effortlessly manage your client data with this seamless workflow between Google Sheets and Privyr. Whenever you add or update a row in your Google Sheets, a new client will be created in Privyr, ensuring your records stay organized and up-to-date. Spend less time manually transferring information and more time focusing on your clients with this time-saving automation.
Effortlessly manage your client data with this seamless workflow between Google Sheets and Privyr. Whenever you add or update a row in your Google Sheets, a new client will be created in Privyr, ensuring your records stay organized and up-to-date. Spend less time manually transferring information and more time focusing on your clients with this time-saving automation.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in 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?
