Google Sheets integration with Flexie CRM
How to Add new Google Sheets rows as new Flexie CRM leads
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Google Sheets rows as new Flexie CRM leads" 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 Flexie CRM integrations
Flexie CRM actions
Nekton can use any feature that is available in Flexie CRM API.
Using our advanced AI, you can easily create custom automations for Flexie CRM.
Here are some typical actions you can do in your automated workflows.
Update Account
Updates an account.
Update Contact
Updates a contact.
Update Lead
Updates a lead.
Find Contact
Find an existing Contact.
Find Deals
Finds an existing Deal.
Find or Create an Account
Find or Create an Account
About Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.