Automate Contact Creation from Google Sheets to LEDGERS
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Streamline your contact management by automatically creating new contacts in LEDGERS from your Google Sheets data. This workflow ensures data accuracy with built-in validation for names, emails, and phone numbers, sending alerts for any discrepancies.
About This Workflow
This powerful n8n workflow bridges the gap between your Google Sheets and LEDGERS CRM, automating the process of contact creation. It's designed to pull contact information from a specified Google Sheet, validate the data for completeness and correct formatting (email and mobile), and then seamlessly import it into LEDGERS. Any issues encountered during validation, such as missing contact names or improperly formatted email addresses or phone numbers, trigger automated email notifications, ensuring you're always aware of potential data integrity problems. This workflow significantly reduces manual data entry, minimizes errors, and keeps your LEDGERS contact database clean and up-to-date.
Key Features
- Real-time Google Sheets Integration: Triggers automatically on changes in your Google Sheet.
- Robust Data Validation: Checks for missing contact names, valid email formats, and correctly formatted mobile numbers.
- Automated Error Notifications: Sends email alerts for any validation failures, specifying the issue and the affected row.
- LEDGERS Contact Creation: Seamlessly creates new contacts in your LEDGERS account with provided details.
- Mobile Number Formatting: Standardizes mobile numbers for consistent data entry.
How To Use
- Configure Google Sheets Trigger: Connect your Google Account and specify the
Document IDandSheet Namecontaining your contact data. Set the polling interval (e.g.,everyMinute) to check for new entries. - Set up Contact Name Validation: Use the
IFnode to check if the 'Name' field from Google Sheets is not empty. - Validate Email and Mobile: Employ the
Codenode to check the format of 'Email' and 'Mobile' fields, creatingvalidEmailandvalidMobileboolean outputs. - Conditional Logic for Errors: Use another
IFnode to check ifvalidEmailandvalidMobileare both true. If not, trigger the 'Email/Mobile Error Mail Trigger' (Gmailnode) with details about the failing contact. - Format Mobile Number: If validation passes, use the 'Mobile Formatter' (
Codenode) to standardize the mobile number. - Create Contact in LEDGERS: Connect the output of the successful validation and formatting to the 'LEDGERS' node. Map the Google Sheets fields to the corresponding
contactName,email, andmobilefields in LEDGERS. TheadditionalFieldscan be used for further mappings. - Handle Missing Contact Names: If the 'Name' validation fails, trigger the 'Contact Name Error Mail Trigger' (
Gmailnode) to notify you of the missing contact name.
Apps Used
Workflow JSON
{
"id": "16a08e37-b90f-41cb-a0aa-4124b6628ee0",
"name": "Automate Contact Creation from Google Sheets to LEDGERS",
"nodes": 28,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 16a08e37-b90f...
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