Integrate Google Sheets with Salesmate

Send information between Google Sheets and Salesmate automatically, without writing any code, using Zoho Flow.

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Create deals in Salesmate from a new entry in a Google Sheets spreadsheet

When you're maintaining a spreadsheet with information on all successful deals, you'll want to log those deals in your CRM as soon as they're added to the spreadsheet. Use this flow to automatically create deals in Salesmate when a new entry is added to a Google Sheets spreadsheet.

How it works
1. A new entry is added to a Google Sheets spreadsheet.
2. Zoho Flow automatically creates a deal in Salesmate with the information contained in the new spreadsheet entry.
Use this flow
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Create deals in Salesmate from a new entry in a Google Sheets spreadsheet

Google Sheets + Salesmate

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Supported triggers and actions

Integrate Google Sheets and Salesmate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Row added - Old version

Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)

Worksheet created

Triggers when a new worksheet is created in the selected spreadsheet

Spreadsheet created

Triggers when a new spreadsheet is created

Row added - New version

Triggers when a new row is added to the bottom of the selected worksheet

New company

Triggers when a new company is created

New deal

Triggers when a new deal is created

New activity

Triggers when a new activity is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create spreadsheet

Creates a new spreadsheet

Create row - Old version

Creates a new row in the selected worksheet. (Will be deprecated soon)

Create row - New version

Creates a new row in the selected worksheet

Update row - Old version

Updates the specified row in the selected worksheet. (Will be deprecated soon)

Update row - New version

Updates the specified row in the selected worksheet

Fetch row - Old version

Fetches an existing row by the given value. (Will be deprecated soon)

Fetch row - New version

Fetches an existing row by the given value

Create contact

Creates a new contact

Create company

Creates a new company

Create activity

Creates a new activity

Create deal

Creates a new deal

Update company

Updates the details of an existing company

Update activity

Updates the details of an existing activity

Update contact

Updates the details of an existing contact

Update deal

Updates the details of an existing deal

Fetch deal

Fetches a deal by title or ID

Fetch activity

Fetches an activity by title or ID

Fetch contact

Fetches a contact by name, ID, or email

Fetch company

Fetches a company by name, ID, or website

What is Google Sheets?

Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.

Google Popular Spreadsheet

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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