Google Sheets integration with Peasy Sales
How to Create Peasy Sales contacts from new or updated 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 Peasy Sales contacts from new or updated 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 Peasy Sales integrations
Peasy Sales actions
Nekton can use any feature that is available in Peasy Sales API.
Using our advanced AI, you can easily create custom automations for Peasy Sales.
Here are some typical actions you can do in your automated workflows.
Create Contact
Add a new contact into your Peasy Sales account, or update an existing contact.
Send Message
Send a message using the selected inbox.
Inbox List
List of inbox name and channel_id
About Peasy Sales
Peasy Sales is a communication app for sales team to connect seamlessly with customers.