Google Sheets

24 articles

Automatically Track Odoo Products in Google Sheets 📦

When your team adds a new product in Odoo, the data often needs to reach more than one place. Marketing might pull it into a pricing catalog, finance may load it into reports, and operations could sync it into a BI dashboard. Many teams use Google Sheets as the central hub for this, but copying …

Automatically Track Odoo Leads in Google Sheets 📊

When a new lead enters Odoo, the clock starts ticking. Teams that Automatically Track Odoo Leads in Google Sheets respond faster. Marketing launches campaigns without waiting. Sales managers update pipeline reports on time. Finance plans revenue with the latest data. Without automation, you export files, copy them into Sheets, and fix formatting by hand. This …

Sync EZLynx Pending Policies to Google Sheets 🛡️

Every time a pending policy appears in EZLynx, your agency needs to decide what happens next. Many teams choose to sync EZLynx pending policies to Google Sheets. This makes it easier to review changes—like premium increases or account updates—and decide if customer follow-up is needed. With a Workload automation, those policy details flow into your …

Route Custom Form Responses to Any App 🔀

With the Forms by Workload trigger, you can build a custom form directly inside your workflow. You don’t need extra tools or outside apps. This guide shows you how to route custom form responses to any app—without writing code. In this example, you’ll route each response to Google Sheets, Slack, and Gmail. But that’s just …

Sync Jotform Responses to Google Sheets Instantly 📬

You’ve just launched a new customer registration form using Jotform—but now you need a clean, automated way to get those responses into a Google Sheet. With Workload, you can sync Jotform responses directly to your spreadsheet the moment they come in—no manual copy-paste required. This automation pulls in form fields like name, email, phone number, …

Sync Slack Messages Automatically to Google Sheets 📤

Your team shares important updates in Slack every day—project notes, client requests, and internal decisions. Without a way to track them, those messages often get lost in busy threads. This automation helps by letting you sync Slack messages automatically to Google Sheets the moment they’re posted. It captures each new message in a specific channel …

Log Mailchimp Subscribers to Google Sheets Instantly 📬

🚀 What You’ll Gain from Building this Automation If you’re collecting email signups through Mailchimp, you probably spend more time than you’d like copying names and email addresses into a spreadsheet. Whether you’re tracking leads or organizing new customers, it’s time to log Mailchimp subscribers automatically so nothing slips through the cracks. With this no-code …

Link a Google Sheets Account to Workload 🔗

Before you can build automations that update rows, log form submissions, or track spreadsheet data, you’ll first need to link a Google Sheets account to Workload. This post shows you two simple ways to do it—with full instructions and screenshots. Whether you’re just getting started or you’re deep into building a workflow, both methods only …

Track Zettle Purchases Automatically in Google Sheets 🧾➝📊

🚀 How It Helps You When you’re running a busy shop or selling at events, it’s easy to lose track of purchases if you’re updating spreadsheets by hand. Workload gives you a simple way to connect your accounts and track Zettle purchases automatically in Google Sheets, so every sale is recorded the moment it happens—no …

Automatically Log Google Tasks into Google Sheets 📝⇨📊

🚀 How It Helps Imagine you jot down a quick task on your phone—“Send onboarding docs to Jess”—right before walking into a meeting. It’s safely saved in Google Tasks… but your team’s shared tracker lives in Google Sheets. Unless you automatically log Google Tasks into Google Sheets, that task could slip through the cracks. This …

Sync Google Tasks to Sheets Rows | No-Code Automation ✅ ➝ 📊

Your Google Tasks list holds everything you need to get done—reminders, deadlines, and action items. But without a simple way to sync Google Tasks to Sheets Rows, it’s tough to track progress, share updates, or build a reliable task report. This automation solves the problem by sending each new task directly to Google Sheets. No …

Sync Airtable Records to Sheets | Automate Spreadsheets Without Code 🤖

Your Airtable base is packed with valuable data—new leads, events, submissions, updates. But without a reliable way to sync Airtable records to Sheets, it’s hard to share, analyze, or act on that information at scale. This automation fixes that by syncing every new Airtable record directly to Google Sheets. No delays, no exporting. Just clean, …

Log Gmails to Sheets Automatically | No-Code Workflow Tutorial 📬 ⇨ 📊

Every new email in your inbox could be a lead, a customer inquiry, or an internal update—but manually tracking those messages is a time sink. This no-code automation helps you log Gmails to Sheets so you can stay organized without lifting a finger. Each new email is saved as a row in Google Sheets—complete with …

Gmail Alert from Google Sheets | No-Code Automation

Want to ensure your team never misses a critical update recorded in a spreadsheet? With the Gmail Alert from Google Sheets workflow, you can instantly notify everyone when a new row is added to your Google Sheet—no coding required. This automation keeps your team informed of fresh leads, operations teams aware of incoming orders, and …

Automate HubSpot Form Submissions to Google Sheets | Step-by-Step, No-Code Guide

Tired of digging through HubSpot to keep your team organized? With the HubSpot Form Submissions to Google Sheets workflow, Workload listens for new HubSpot form entries, formats the data, and then adds it to a new row in a Google Sheet—all without lifting a finger. Every customer concern, sales lead, or support request is captured …

Shopify Orders to Google Sheets Sync: No- Code Workflow

If you’re still moving Shopify order data into Google Sheets manually, it’s time for an upgrade. When you build your own Shopify Orders to Google Sheets Sync workflow in Workload—no coding required—you’ll capture each new paid Shopify order and send it directly to your spreadsheet automatically. Each time someone places a paid order in your …

Google Sheets to Slack Messaging: A No-Code Workflow Tutorial

Juggling multiple tools can get old quickly. If you’re manually copying information from Google Sheets into Slack, there’s a better way. With a Google Sheets to Slack Messaging workflow powered by Workload, you can automate that process in just a few clicks without needing to code. Once the workflow is live, every new row added …

Google No-Code Workflow: Sheets to Calendar Sync

Juggling multiple tools can slow you down. If you’re manually copying information from Google Sheets to Google Calendar, there’s a better way. Building your own customized Google No-Code Workflow: Sheets to Calendar Sync, you can automate that process in just a few clicks. Once your workflow is set up, every new row in your Google …

Google No-Code Workflow: Calendar Event to Sheets Sync

Managing multiple tools and manually transferring event data from Google Calendar to Google Sheets can take up valuable time and lead to mistakes. With Workload’s Google No-Code Workflow: Calendar Event to Sheets Sync, you can automate the process, saving time and ensuring accuracy. Once you’ve got the workflow customized, any new Google Calendar event will …

Calendly to Google Sheets: Streamline Scheduling with Calendly Invite Logging

Streamline Scheduling with Calendly Invite Logging Business owners often waste time entering meeting invites into spreadsheets. Manual tracking slows you down and increases the chance of errors. With Workflow’s Calendly Invite Logging workflow, you can automatically record each new invite from Calendly into Google Sheets. This efficient process saves you time and boosts your organization’s …

Google Sheets Mailchimp Integration: Add Contacts from Spreadsheet Rows

Keeping your Mailchimp contact list updated can be a hassle, but automation makes it effortless. With Google Sheets Mailchimp Integration, every new row in your spreadsheet instantly creates or updates a contact in Mailchimp. Workload handles the entire process for you, ensuring that all details are properly formatted and transferred without manual input. As a …

Google Sheets Trello Automation: Create Trello Cards from New Spreadsheet Rows

Keeping track of tasks in Trello can become overwhelming, but automation with Workload makes it easy. With our Google Sheets Trello Automation workflow, every new row in your Google Sheets instantly becomes a Trello card. Workload handles the process automatically, ensuring that all key details are captured. As a result, you stay organized and save …

Automate Patient Data with DrChrono, Google Sheets, and Gmail

Introduction: Automate Patient Data with DrChrono, Google Sheets, and Gmail Automate patient data efficiently with DrChrono, Google Sheets, and Gmail. In this post, we’ll show you how to automate new patient records from DrChrono into Google Sheets and send a welcome email using Gmail—all with Workload’s workflow editor. Every time a new patient is added …

Gmail to Google Sheets Automation

Introduction Gmail to Google Sheets automation is a powerful solution that streamlines your email processing. In this guide, we show you how to set up a workflow that extracts data from Gmail and updates your Google Sheets spreadsheet automatically. For a video of this step-by-step blog post check it out on our Workload YouTube channel. If …