Connect Google Sheets with Omie CRM

Unlock the superpowers of Google Sheets + Omie CRM and automate your tasks without having to write a single line of code.

Google Sheets and Omie CRM
your way

Check out the available triggers and actions in the automation of apps Google Sheets + Omie CRM

Google Sheets-icon

New added row

When a new row is added on Google Sheets

Trigger

Information from Google Sheets that can be used and sent to other apps.

Line No.

Omie CRM-icon

Opportunity with a won status

For each conquered opportunity in the Omie CRM module

Trigger

Information from Omie CRM that can be used and sent to other apps.

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone (with area code)

Seller's telephone number (with area code)

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Opportunity with a suspended status

For each opportunity suspended in the Omie CRM module

Trigger

Information from Omie CRM that can be used and sent to other apps.

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account state

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Opportunity moved to a specific stage

For each moved opportunity to a certain phase in the Omie CRM module

Trigger

Information from Omie CRM that can be used and sent to other apps.

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account state

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Included opportunity

For each opportunity created in the Omie CRM module

Trigger

Information from Omie CRM that can be used and sent to other apps.

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Opportunity with cancelled status

For each cancelled opportunity on Omie CRM module

Trigger

Information from Omie CRM that can be used and sent to other apps.

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact observation

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account Notes

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Closing forecast

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Opportunity with a lost status

For each opportunity lost in the Omie CRM module

Trigger

Information from Omie CRM that can be used and sent to other apps.

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

DDD Account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Google Sheets-icon

Insert row in spreadsheet

add data to a new row on a Google Sheets spreadsheet

Action

Fields in Google Sheets that can receive information from other apps.

Columns

Omie CRM-icon

Create or update opportunity

create or update an opportunity on Omie CRM module

Action

Fields in Omie CRM that can receive information from other apps.

Distribute new opportunities Required

Select sellers

Seller's email

Atualização de oportunidades

Origin of the opportunity Required

Opportunity Solution Required

Description of the opportunity Required

Account name Required

Account's e-mail Required

Account document

Contact name Required

Contact last name

Contact email Required

Contact position

Contact's date of birth

Contact address

Complementing the contact address

Contact Zip Code

Contact neighborhood

Contact city

Contact state

Contact country

contact's cell phone area code

Contact cell phone

Contact website

Account registration date

Account due date

Account address

Account neighborhood

Account Zip Code

Account city

Account state

Account country

Account telephone area code

Account phone

Account website

Opportunity observation

Task date

Task time

Select to send notification by email

Select task activity

Task description

Ticket: Products amount

Ticket: Services amount

Ticket: Recurring amount

Ticket: Months in contract

Competitors

Involved people: pre-sale

Google Sheets-icon

Update/insert row in spreadsheet

update or add data in Google Sheets spreadsheet's row(s)

Action

Omie CRM-icon

Create or update contact

create or update a contact on Omie CRM module

Action

Fields in Omie CRM that can receive information from other apps.

Account name Required

Account's e-mail Required

Account document

Contact name Required

Contact last name

Contact email Required

Contact position

Contact's date of birth

Contact address

Complementing the contact address

Contact Zip Code

Contact neighborhood

Contact city

Contact state

Contact country

Contact's cell phone area code

Contact cell phone

Contact website

Account registration date

Account due date

Account address

Account neighborhood

Account Zip Code

Account city

Account state

Account country

Account telephone area code

Account phone

Account website

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Automate Google Sheets and Omie CRM
with Pluga integrations

Explore automation templates

Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each cancelled opportunity on Omie CRM module, add data to a new row on a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each conquered opportunity in the Omie CRM module, add data to a new row on a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each opportunity lost in the Omie CRM module, add data to a new row on a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each opportunity suspended in the Omie CRM module, add data to a new row on a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each opportunity created in the Omie CRM module, add data to a new row on a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each moved opportunity to a certain phase in the Omie CRM module, add data to a new row on a Google Sheets spreadsheet

EXPLORE
Google Sheets
Google Sheets
Omie CRM
Omie CRM

When a new row is created on Google Sheets, create or update a contact on Omie's CRM module

EXPLORE
Google Sheets
Google Sheets
Omie CRM
Omie CRM

When a new row is created on Google Sheets, create or update an opportunity on Omie's CRM module

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each cancelled opportunity on Omie CRM module, update or add data in a new row of a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each conquered opportunity in the Omie CRM module, update or add data in a new row of a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each opportunity lost in the Omie CRM module, update or add data in a new row of a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each opportunity suspended in the Omie CRM module, update or add data in a new row of a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each opportunity created in the Omie CRM module, update or add data in a new row of a Google Sheets spreadsheet

EXPLORE
Omie CRM
Omie CRM
Google Sheets
Google Sheets

For each moved opportunity to a certain phase in the Omie CRM module, update or add data in a new row of a Google Sheets spreadsheet

EXPLORE
Google Sheets
Google Sheets
Omie CRM
Omie CRM

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Google Sheets + Omie CRM
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Google Sheets-icon

Google Sheets

Spreadsheet

Google Sheets is Google's online spreadsheet app that allows users to create, edit, share, and collaborate on documents both synchronously and asynchronously. It's a versatile tool for any type and size of business, serving purposes from CRM to inventory management spreadsheets.

Integrations with Google Sheets Visit Google Sheets
Omie CRM-icon

Omie CRM

CRM

Omie CRM is part of the Omie platform, offering customer relationship management tools, sales automation, lead tracking, and analytics for businesses.

Integrations with Omie CRM Visit Omie CRM

Frequently Asked Questions

  • With Pluga, you can easily automate Google Sheets com Omie CRM . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating Google Sheets with Omie CRM on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Google Sheets, Omie CRM, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.