--- title: "Connect Google Sheets and Agile CRM - APIANT.ai" description: "When \"Aggregate Metric Changed\" fires in Google Sheets, your agent runs \"Add contact to campaign\" in Agile CRM." canonical: "https://apiant.ai/connect/google-sheets-to-agile-crm" --- # Connect Google Sheets and Agile CRM When **Aggregate Metric Changed** fires in [Google Sheets](https://apiant.ai/connections/google-sheets), your agent runs **Add contact to campaign** in [Agile CRM](https://apiant.ai/connections/agile-crm), or **New contact** in Agile CRM to **Add Row** in Google Sheets. Describe the whole flow and it is built, tested on every scenario and kept running. Google Sheets **16** triggers Google Sheets **46** actions Agile CRM **10** triggers Agile CRM **63** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Google Sheets and Agile CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Google Sheets and Agile CRM can do together ### From Google Sheets to Agile CRM - When **Aggregate Metric Changed** in Google Sheets then **Add contact to campaign** in Agile CRM - When **Cell Range Values Changed** in Google Sheets then **Add lead score by email** in Agile CRM ### From Agile CRM to Google Sheets - When **New contact** in Agile CRM then **Add Row** in Google Sheets - When **New matching contact or company** in Agile CRM then **Create Multiple Spreadsheet Rows** in Google Sheets Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Google Sheets and Agile CRM ## Triggers and actions 26 triggers · 109 actions - Trigger **Aggregate Metric Changed** Fires when an aggregate metric (sum/avg/count/…) over a column changes. - Trigger **Cell Range Values Changed** Fires when the values in a specific cell range change. - Trigger **Conditional Format Rule Changed** Fires when a conditional-format rule changes. - Trigger **Data Validation Rule Changed** Fires when a data-validation rule changes. - Trigger **Developer Metadata Changed** Fires when developer metadata changes. - Trigger **Filtered Range Values Changed** Fires when the values in a filtered range change. - Trigger **New Rows** Fires when new rows are appended to a Google Sheet. - Trigger **New Sheet Added** Fires when a new sheet (tab) is added to a spreadsheet. - Trigger **New Spreadsheet Created** Fires when a new spreadsheet is created in the account. - Trigger **Spreadsheet Metadata Changed** Fires when spreadsheet metadata changes. - Trigger **Spreadsheet Properties Changed** Fires when spreadsheet properties change. - Trigger **Spreadsheet Row Changed** Fires when a row matching a query changes. - Trigger **Spreadsheet Search Match** Fires when a spreadsheet matching search criteria is found. - Trigger **Table Query Result Changed** Fires when the result of a SQL-style table query changes. - Trigger **Table Schema Changed** Fires when a table's column schema changes. - Trigger **Worksheet Names Changed** Fires when worksheet (tab) names change. - Action **Add Row** Append a row to a Google Sheet - Action **Aggregate Column Data** Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically). - Action **Auto-Resize Rows or Columns** Auto-fit row heights or column widths over an index range via autoResizeDimensions. - Action **Change Sheet Properties** Update a worksheet's grid properties (row/column count) using an explicit field mask. - Action **Clear Basic Filter** Remove the basic filter from a sheet via clearBasicFilter. - Action **Clear Spreadsheet Row(s)** Clear the values in a range (formatting preserved). - Action **Copy Range** Copy a source cell range to a destination range within the spreadsheet. - Action **Copy Worksheet** Copy a worksheet into a destination spreadsheet. - Action **Create Chart** Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId. - Action **Create Conditional Formatting Rule** Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells. - Action **Create Multiple Spreadsheet Rows** Append many rows in one call. - Action **Create Spreadsheet** Create a new Google Sheets spreadsheet with the given title. - Action **Create Spreadsheet Column** Insert a blank column at a given index. - Action **Create Spreadsheet Row** Append a single row of values to a sheet range. - Action **Create Spreadsheet Row at Top** Insert a blank row just below the header (row 2), then write the given values into it in one operation. - Action **Create Worksheet** Add a new worksheet (tab) to an existing spreadsheet. - Action **Delete Chart** Delete an embedded chart via deleteEmbeddedObject. - Action **Delete Sheet** Delete a worksheet from a spreadsheet by sheetId (gid). - Action **Delete Spreadsheet Row(s)** Delete a contiguous block of rows by index. - Action **Find and Replace** Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id). - Action **Find Spreadsheet** Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection). - Action **Find Worksheet** Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties. - Action **Format Cell Range** Apply background color and bold formatting to a cell range via repeatCell. - Action **Format Spreadsheet Row** Apply a background color across an entire row via repeatCell over a row range. - Action **Get Conditional Format Rules** List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index). - Action **Get Data Range** Read all values in one or more ranges via batchGet. - Action **Get Data Validation Rules** Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask). - Action **Get Many Spreadsheet Rows (Advanced)** Read multiple ranges at once via batchGet. - Action **Get Row by ID** Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity. - Action **Get Sheet Names** Return the titles of all sheets (tabs) in the spreadsheet. - Action **Get Spreadsheet by ID** Fetch spreadsheet metadata (title, sheets, gids, grid properties). - Action **List Charts** List all embedded charts (chartId + title) across every sheet in the spreadsheet. - Action **Lookup Spreadsheet Row** Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Lookup Spreadsheet Rows (Advanced)** Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Move Chart** Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition. - Action **Rename Sheet** Rename a worksheet's title. - Action **Search Spreadsheets** Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection. - Action **Set Basic Filter** Apply a basic filter to a range on a sheet via setBasicFilter. - Action **Set Data Validation** Apply a ONE_OF_LIST dropdown data-validation rule to a cell range. - Action **Sort Range** Sort a cell range by one column in ascending or descending order. - Action **Update Chart** Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec. - Action **Update Conditional Format Rules** Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule. - Action **Update Data Validation Rule** Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held). - Action **Update Spreadsheet Row** Overwrite the values at a specific range. - Action **Update Spreadsheet Row(s)** Update one or more disjoint ranges in a single batch. - Action **Upsert Row** Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script). - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) — create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create an event - Action **Create new contact (just email)** Creates a new contact using just the email address, then returns the new Contact ID. - Action **Create note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) — update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive. - Action **Update event** Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive. - Action **Update task** partially update a task - Action **Update track** Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive. ## Each app on its own - [ **Google Sheets** Google Sheets](https://apiant.ai/connections/google-sheets) - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) Reviews ## What our customers say ## More from Google Sheets - [ **Google Sheets to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/google-sheets-to-stripe) - [ **Google Sheets to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/google-sheets-to-quickbooks-online) - [ **Google Sheets to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/google-sheets-to-notion) - [ **Google Sheets to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/google-sheets-to-airtable) - [ **Google Sheets to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/google-sheets-to-trello) - [ **Google Sheets to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/google-sheets-to-intercom) ## More into Agile CRM - [ **Streak to Agile CRM** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/streak-to-agile-crm) - [ **Slack to Agile CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agile-crm) - [ **ActiveCampaign to Agile CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-agile-crm) - [ **MySQL to Agile CRM** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-agile-crm) - [ **2Chat to Agile CRM** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-agile-crm) - [ **3Scribe to Agile CRM** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-agile-crm) Questions ## Google Sheets and Agile CRM, answered ### ### What can start an automation from Google Sheets? Any of Google Sheets's 16 triggers in the catalog, including Aggregate Metric Changed, Cell Range Values Changed, Conditional Format Rule Changed and Data Validation Rule Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agile CRM when something happens in Google Sheets? Any of Agile CRM's 63 actions, including Create company, Create contact, Create deal and Create deal by contact email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agile CRM to Google Sheets? Yes. When something happens in Agile CRM, your agent can act in Google Sheets too. This page covers both directions: Agile CRM's triggers and Google Sheets's actions are listed here as well. ### ### Do I have to build a connector for Google Sheets or Agile CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Google Sheets and Agile CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.