Google Sheets integration with Privyr
How to Create Privyr clients 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 Privyr clients 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 Privyr integrations
Privyr actions
Nekton can use any feature that is available in Privyr API.
Using our advanced AI, you can easily create custom automations for Privyr.
Here are some typical actions you can do in your automated workflows.
Create Client
Create a new client in your Privyr account
About Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.