Google Sheets

What can a workflow do with a sheet?

• Append a row, for example every new lead with the fields you choose.
• Update a row, matched on a column such as email or phone.
• Look up a row and use its values later in the same workflow.
• Start a workflow when a new row is added.

Setting it up

Columns are matched by their header text, so give your sheet a header row before you start.

1. Connect Google under Settings, Integrations. The same connection covers Calendar and Sheets.
2. Add a Google Sheets step to a workflow and choose the spreadsheet and tab.
3. Map each column header to a value, either typed or taken from the contact.