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Google Sheets + SalesOptima Core

Google Sheets + SalesOptima Core

Google Sheets + SalesOptima Core integrations

Update and add SalesOptima contacts from new or updated rows in Google Sheets

Easily manage your SalesOptima contacts based on the latest data in your Google Sheets. With this workflow, each time a new or updated row is detected in your spreadsheet, a contact is promptly added or edited in SalesOptima. It's a simple yet powerful tool to streamline your contact management, saving time and minimizing manual data entry. Perfect for sales teams, this automation ensures your SalesOptima is always updated with the latest spreadsheet data.

  1. When this happens...
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
  2. automatically do this!
    Add or Edit Contact
    Add or Edit Contact
    Add or Edit ContactAdd a new contact or edit an existing contact in SalesOptima
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More things you can do with Google Sheets and SalesOptima Core

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

    • 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
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    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
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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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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