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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

Despite the initial confusion, building a CRM in Google Sheets can be a surprisingly effective way to manage customer relationships (and slightly less terrifying than whatever Skibidi Toilet is). It includes a pre-built Customer Data sheet to store lead/customer info, an Interactions tracker, and a Dashboard with some basic reporting.

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6 ways to use the Zapier ChatGPT plugin

The Zapier Blog

Explore now The Zapier ChatGPT plugin lets you connect thousands of apps (like Google Sheets, Gmail, or Slack) and automate tasks directly inside ChatGPT. Then you'll need to create Zapier actions in your saved actions page. Sign up for free to use this app, and many others, with Zapier.

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5 ways to automate Botsonic with Zapier

The Zapier Blog

Growth teams use Botsonic to create AI chatbots that collect leads, interact with customers, and answer inbound requests. But once a lead comes in or a question is answered, what happens next? If you only get a few leads per week, you might get away with manual transfers into your CRM.

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How to connect Google Sheets with Excel

The Zapier Blog

Or perhaps one team prefers using Excel and another relies on Google Sheets—but they all need to contain the same information. That's why you should think about connecting Google Sheets with Excel so you can automate that data transfer. The first is to export your Google Sheet as an Excel file.

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5 ways to automate Mailparser with Zapier

The Zapier Blog

But while you can use Mailparser's native integration with Google Sheets , Excel , or Airtable , you may prefer the flexibility of Zapier's Mailparser integration instead. These Zaps create or update rows in your database tools for every new parsed email in Mailparser. Sign up for free.

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5 ways to automate Browse AI with Zapier

The Zapier Blog

Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. With Zapier, we can automatically pull your scraped data from Browse AI into your spreadsheet app of choice—be it Google Sheets, Airtable, or Excel. Here's how to get started.

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6 ways to automate Dialpad with Zapier

The Zapier Blog

As soon as a call ends in Dialpad, a Zap can create new rows in Google Sheets or Smartsheet —complete with the contact name, call time, and other key details. Add leads and activities from Dialpad to your CRM Every call or text is a chance to move a deal forward or solve a customer problem. New to Zapier?

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