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Google Sheets to SinergiaCRM: Automate Event Participant Registration

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Last update 6 days ago

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This workflow contains community nodes that are only compatible with the self-hosted version of n8n.

How it works

  • This workflow automates the registration of event participants in SinergiaCRM from a Google Sheets spreadsheet.
  • A Google Sheets Trigger watches for new rows with pending registrations.
  • The flow checks if the participant already exists in SinergiaCRM by NIF (national ID).
  • If the contact exists, it creates a relationship and registers them for an event.
  • If the contact doesn’t exist, it first creates the contact, then adds the relationship and event registration.
  • Finally, it marks the row as "Processed" in the original spreadsheet to avoid duplicate entries.

Set up steps

  • Connect your Google Sheets and SinergiaCRM accounts using OAuth credentials.
  • Replace the sample Google Sheet ID and worksheet name with your own.
  • Ensure the spreadsheet contains the following columns: First name, Last name, NIF, Email, Event ID, Relation type, Registration date, and Relation date.
  • Add the appropriate values in the "To CRM" and "Processed" columns to control processing logic.
  • Review sticky notes inside the workflow for additional guidance and customization tips.