Google Sheets integration with CircleLoop
How to Create CircleLoop contacts for new Google Sheets rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create CircleLoop contacts for new Google Sheets rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CircleLoop integrations
CircleLoop actions
Nekton can use any feature that is available in CircleLoop API.
Using our advanced AI, you can easily create custom automations for CircleLoop.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a CircleLoop contact.
Answered Call
Trigger when a call is answered.
Missed Call
Trigger when a call is missed.
Chat Message Received
Trigger when a chat message is received.
Voicemail Received
Trigger when a voicemail is received.
Made Call
Trigger when a call is made.
About CircleLoop
CircleLoop is a cloud-based business phone system, which allows you to make and receive calls on any device, anywhere.