How to create CRM leads from spreadsheet data using Google Apps Script?

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1

I’m working on a project to add leads to my Apptivo CRM system. Right now, I have a script that takes Google Forms submissions and puts them into my CRM. But I want to do something a bit different.

I have another spreadsheet that gets data from various places, not just forms. I want to use this data to make new CRM leads. The tricky part is that I can’t use the FormSubmit trigger anymore.

What I’m looking for is a way to run a similar script when a new row is added to my spreadsheet. Basically, I want to catch the Insert_Row event and use that new row’s data to create a lead in the CRM.

Here’s what I’m thinking:

  1. Detect when a new row is added to the spreadsheet
  2. Read the data from that new row
  3. Format the data for the CRM
  4. Send it to the CRM to create a new lead

Has anyone done something like this before? Any tips on how to set up the trigger and modify the existing script would be super helpful. Thanks!

2

I’ve actually implemented a similar system for our sales team using Google Apps Script. Here’s what worked for us:

Instead of relying on form submissions, we set up an onEdit(e) trigger function. This catches any edits to the spreadsheet, including new rows. In the function, we check if the edit is in the last row and if all required fields are filled.

If conditions are met, we grab the row data, format it for our CRM (we use Salesforce, but the principle should be similar for Apptivo), and then use UrlFetchApp to send a POST request to the CRM’s API.

One gotcha: make sure to implement some form of deduplication, either by checking against existing CRM entries or by using a ‘processed’ flag in your spreadsheet.

Also, consider batching your API calls if you’re dealing with high volume to avoid hitting rate limits.

Hope this helps point you in the right direction. Good luck with your project!

3

hey luke, i’ve done something similar before. u could use the onEdit(e) trigger function to catch new rows. then check if it’s the last row and has all needed data. if so, grab that data, format it for apptivo, and use UrlFetchApp to send it to the CRM API. just watch out for duplicate entries and maybe add a ‘processed’ column in ur sheet. good luck!