Freshworks CRM and Google Sheets automations

Ready-made scenarios where Freshworks CRM and Google Sheets work for you: pick one — a copy appears in your account and runs on its own.

92 scenarios

A spreadsheet row becomes a task
New Google Sheets rows — contacts in Freshworks CRM
Rows in Google Sheets become tasks in Freshworks CRM
Records from Google Sheets become tasks in Freshworks CRM
New rows in Google Sheets — tasks in Freshworks CRM
Daily Freshworks CRM forecast logged into Google Sheets
Contacts logged into a spreadsheet
Data shaped to the table format — prepared automatically before writing
A form request into a tracker issue
Dead feature flags, found for you
CRM deals into a sheet — a pipeline snapshot
Urgent tasks that don't stall
Tasks go to the person who knows the subject, not the one who replied first
Which channel brings deals — a per-source breakdown in Telegram
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
Win back abandoned Shopify carts by email and in CRM
Onboarding a hire from a form: chats, a task and access
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Contractor payouts calculated from closed tasks
Meeting notes — into tasks, participant emails and a summary
Contacts tagged by role and seniority — automatically
Tickets prioritized by importance, tasks created for you
Instant reply to a property inquiry with matched listings
An idea from your notes into a ready plan to approve
Feedback sorted by sentiment — and every complaint becomes a ticket
Resumes from a folder into a candidate card and a hiring task
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Team-capacity tracking with over-allocation alerts
High-value lead alerts — to chat, sheet and calendar
Topic legislation tracker with tasks
Sales cycle analysis and recommendations — automatic
Today's top 10 hot leads — with tasks
New-issue triage: task, notification, reply to the author, and a logged row
A lead replies — the CRM card updates and a task lands on a rep
Polite candidate rejections sent by email, with the task closed
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Client renewal reminders — ahead of time
A daily numbers summary — to chat and email
Jira epic health tracking with risk alerts
Collect client reviews and summarize them to chat automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A content plan that moves on its own
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Meeting prep that arrives on its own — contact, deals, company and talking points
Alerts for customers losing interest: to the rep, into a task, and by email
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Campaign and deal analytics — in one table
Incident response — ticket, alert, and report in seconds
Re-engaging quiet clients — weekly, without manual tracking
Automated market reports for your clients
Automatic follow-ups for prospects who went quiet
Content ideas from your audience's real pain points
Invoices from email into accounting, with approval
Release notes from closed tasks — published everywhere at once
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
Tell customers their bug is fixed — the moment the issue closes
Daily task summaries and a weekly report by email
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Customer churn prediction from deals and tickets
Automatic scenario check with an error report
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Warm B2B leads with a personal video for each
Personal emails to new contacts — built from their own socials
Lead reply intent sorting with ready tasks in ClickUp
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
A form order: invoice and client confirmation — automatic
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses
A personal assistant in Telegram: tasks, mail, calendar
BANT call qualification and CRM handling — on autopilot