Overview
This workflow automates the process of validating and creating contacts in LEDGERS using data from Google Sheets. It ensures data integrity by checking contact names, email addresses, and mobile numbers before adding them to the LEDGERS platform.
Key Features
- Google Sheets Integration: Automatically triggers when new or updated rows are detected.
- Batch Processing: Efficiently handles multiple contacts using batch operations.
- Data Validation: Checks for correct contact name, email, and mobile formats using conditional logic and custom code.
- Error Handling: Sends automated Gmail notifications for invalid entries, ensuring prompt correction.
- LEDGERS Integration: Seamlessly creates validated contacts in the LEDGERS system.
Benefits
- Reduces Manual Effort: Eliminates repetitive data entry and validation tasks.
- Improves Data Quality: Ensures only accurate, validated contacts are added to your CRM.
- Real-Time Notifications: Immediate alerts for data issues help maintain clean records.
- Scalable: Handles large volumes of contact data efficiently.
Use Cases
- Onboarding new clients or leads from shared Google Sheets.
- Maintaining up-to-date and accurate contact databases for sales or finance teams.
- Automating CRM data entry with built-in error checks and notifications.
