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Google Sheets + SalesOptima Core

Google Sheets + SalesOptima Core

Google Sheets + SalesOptima Core integrations

Create Google Sheets rows for new SalesOptima contact events

Ensure seamless data logging with this workflow. When an event is recorded in your SalesOptima contacts, a new row is created in your Google Sheets, keeping your spreadsheet up-to-date with the latest sales activities. This functionality supports efficient record keeping, while also saving you time spent manually updating your spreadsheets.

  1. When this happens...
    Contact Event Fired
    Contact Event Fired
    Contact Event FiredTriggers when a custom contact event is fired
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with SalesOptima Core and Google Sheets

Discover other triggers and actions you can use with SalesOptima Core and Google Sheets

    • Contact Properties
      Required
    Trigger
    Instant
    Try It
    • LinkCode
      Required
    • Contact Settings
      Required
    • Contact Overwrite
      Required
    • ContactId
    • First Name
    • Last Name
    • Salutation
    • Title
    • Company Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Phone
    • Home Phone
    • Check Duplicates by Phone
    • Mobile
    • Check Duplicates by Mobile
    • Other Phone
    • Fax
    • Other Fax
    • Email
    • Email 2
    • Email 3
    • Website
    • Comments Title
    • Comments
    • Custom 1
    • Custom 2
    • Custom 3
    • Custom 4
    • Custom 5
    • Custom 6
    • Custom 7
    • Custom 8
    • Custom 9
    • Custom 10
    • Custom 11
    • Custom 12
    • Custom 13
    • Custom 14
    • Custom 15
    • Custom 16
    • Custom 17
    • Custom 18
    • Custom 19
    • Custom 20
    • Check 1
    • Check 2
    • Check 3
    • Check 4
    • Check 5
    • Check 6
    • Class 1
    • Class 2
    • Class 3
    • Class 4
    • Class 5
    • Class 6
    • Class 7
    • Class 8
    • Custom Date 1 Title
    • Custom Date 1
    • Custom Date 2 Title
    • Custom Date 2
    • Custom Date 3 Title
    • Custom Date 3
    • Custom Text 1
    • Custom Text 2
    • Custom Text 3
    • Add Tag
    • Force Owner
    • Referral URL
    • Text Message Opt In
    • Email Info Compliance Text
    • Email Info Subscribe
    • Email Promo Subscribe
    • Email Promo Compliance Text
    • Metric Title 1
    • Metric Value 1
    • Metric Title 2
    • Metric Value 2
    • Metric Title 3
    • Metric Value 3
    • Metric Title 4
    • Metric Value 4
    • Metric Title 5
    • Metric Value 5
    • Metric Title 6
    • Metric Value 6
    • Metric Title 7
    • Metric Value 7
    • Metric Title 8
    • Metric Value 8
    • Metric Title 9
    • Metric Value 9
    • Metric Title 10
    • Metric Value 10
    • Note Type Code
    • Note 1 Title
    • Note 1
    • Note 2 Title
    • Note 2
    • Note 3 Title
    • Note 3
    • Note 4 Title
    • Note 4
    • Note 5 Title
    • Note 5
    • Note 6 Title
    • Note 6
    • Note 7 Title
    • Note 7
    • Note 8 Title
    • Note 8
    • Note 9 Title
    • Note 9
    • Note 10 Title
    • Note 10
    • Multi Comments 1 Title
    • Multi Comments 1
    • Multi Comments 2 Title
    • Multi Comments 2
    • Multi Comments 3 Title
    • Multi Comments 3
    • Multi Comments 4 Title
    • Multi Comments 4
    • Multi Comments 5 Title
    • Multi Comments 5
    • Multi Comments 6 Title
    • Multi Comments 6
    • Multi Comments 7 Title
    • Multi Comments 7
    • Multi Comments 8 Title
    • Multi Comments 8
    • Multi Comments 9 Title
    • Multi Comments 9
    • Multi Comments 10 Title
    • Multi Comments 10
    • Contact New Proc ID
    • Contact Dup Proc ID
    • Ignore Web Form Proc ID
    • Contact New Proc CLP User ID
    • Contact Dup Proc CLP UserID
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Select an Event
      Required
    • Contact Properties
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About SalesOptima Core
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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