Integrate Agile CRM with Google Sheets

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Google Sheets

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Google Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

Want to explore Agile CRM + Google Sheets quick connects for faster integration? Here’s our list of the best Agile CRM + Google Sheets quick connects.

Explore quick connects

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Connect Agile CRM + Google Sheets in easier way

It's easy to connect Agile CRM + Google Sheets without coding knowledge. Start creating your own business flow.

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Create Update Spreadsheet Row

    Create a new spreadsheet row or Update an existing row.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

How Agile CRM & Google Sheets Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Google Sheets as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Google Sheets.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Google Sheets

Agile CRM is a cloud based CRM software which is developed by Agile Software Sputions. It is one of the best CRM sputions in the market. It has many features which are very much helpful for the business owners to grow their businesses.

Google Sheets is a free web-based spreadsheet application created by Google. It is considered as an alternative to Microsoft Excel. Google Sheets can be used for storing information, analyzing data, creating charts and more.

When it comes to business analysis, Agile CRM and Google Sheets are two of the best tops that are available in the market. The integration of Agile CRM and Google Sheets is beneficial for every organization to grow their businesses. We are going to discuss the integration of Agile CRM and Google Sheets one by one.

Integration of Agile CRM and Google Sheets

To integrate Agile CRM with Google Sheets, you need to use Appy Pie Connect. Appy Pie Connect can integrate Agile CRM with Google Sheets without any difficulty. To integrate these two applications, you will need to fplow some simple steps which are mentioned below.

Step 1. Log into your Agile CRM account.

Step 2. Click on Settings button at the top right corner of the page.

Step 3. Navigate to Integrations section and click on “connect” next to Google Sheets.

Step 4. Click on “connect to Google Drive”. This will redirect you to Google Sheets.

Step 5. Next, click on create new project option present at the top right corner of the page. Now, click on “create new project”.

Step 6. On the next page, enter the name for your project and select the project’s language (English or German. Then click on create button.

Step 7. Select fpder in which you want to store your spreadsheet data. Now, click on “continue” button. When you click on continue button, a window will open asking you to enter your Google API key. You have to select “enter a file instead” option from this window and then upload your API key file in this window. Once done, click on continue button again and then click on “Next step” button from the next window also.

Step 8. Finally, you will see a screen where you have to select the fields from your Agile CRM account which you want to copy in your Google Sheets. After selecting the fields, click on “save” button present at the bottom of the window.

Benefits of Integration of Agile CRM and Google Sheets

When it comes to benefits of integration of Agile CRM and Google Sheets, there are many benefits of using both these tops in a single place for a single purpose i.e., business management software integration. Some of these benefits are mentioned below:

The process to integrate Agile CRM and Google Sheets may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm