Create Customerly leads from new Google Sheets rows

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Apps used in template

Google Sheets

Customerly

About

Every time a new person is added to your Google Sheets spreadsheet, Make will automatically add that person to Customerly as a deal. The template uses this example spreadsheet.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Conditional Format Rule

Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

Action

Add a Row

Appends a new row to the bottom of the table.

Action

Add a Sheet

Adds a new sheet.

Action

Add a Tag / Untag

Adds or deletes a user or lead tag.

Action

Clear Values from a Range

Clears a specified range of values from a spreadsheet.

Action

Clear a Cell

Cleares a specific cell.

Action

Clear a Row

Clears values from a specific row.

Action

Copy a Sheet

Copies a sheet to another spreadsheet.

Action

Create / Update a Lead

Creates or updates a lead.

Action

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