You don’t need an expensive CRM to start automating. For many small to medium businesses, Google Sheets is the perfect "lightweight" CRM.
The Workflow
By using webhooks and tools like Zapier or Make.com, you can connect a simple Google Sheet row to your RichAutomate API. Every time you add a new customer, a welcome message is triggered automatically.
Use Cases
- Order Tracking: Update a status column in Sheets to trigger a WhatsApp shipping alert.
- Appointment Reminders: Set a date in Sheets and let the automation handle the rest.
- Bulk Personalized Broadcasting: Send customized messages to hundreds of contacts without using a personal phone.
Technical but simple. RichAutomate makes these integrations seamless even if you aren’t a developer.