Scheduled data transfer from CRM to Google Sheets

• Automate regular updates of CRM data in Google Sheets for reporting purposes.
• Reduce manual data entry efforts by syncing CRM information to spreadsheets.
• Enhance data accuracy and reliability by automating data transfers.
• Facilitate better decision-making with up-to-date data in Google Sheets.

Triggers the workflow based on a scheduled interval. Sets up the necessary data structure for transfer. Extracts data from the CRM system. Transfers the extracted data into Google Sheets.

1. 1
   Import the workflow template into your n8n environment.
2. 2
   Configure the schedule trigger to set your desired interval.
3. 3
   Set up the CRM node with your account credentials.
4. 4
   Configure the Google Sheets node to specify the target spreadsheet.
5. 5
   Activate the workflow to start the automated data transfer.