Google Sheets integration with Crelate
How to Create Crelate contacts from 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 Crelate contacts from 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 Crelate integrations
Crelate actions
Nekton can use any feature that is available in Crelate API.
Using our advanced AI, you can easily create custom automations for Crelate.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company.
Create Job
Creates a new job.
Create Task
Creates a new task.
Update Contact
Updates an existing contact.
Update Tags
Updates a company, contact, or job's tags.
Find Contact
Finds an existing contact.
About Crelate
Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.