Create spreadsheets in Google Sheets for new deals in Freshsales Classic
Each time a new deal is secured in Freshsales Classic, this automation helps you keep track of them in an organized fashion in Google Sheets by building a spreadsheet. It's an easy way to compile your new business wins, reducing manual entry and ensuring accurate information is recorded swiftly. This efficient workflow helps you focus more on closing deals than on administrative tasks.
Each time a new deal is secured in Freshsales Classic, this automation helps you keep track of them in an organized fashion in Google Sheets by building a spreadsheet. It's an easy way to compile your new business wins, reducing manual entry and ensuring accurate information is recorded swiftly. This efficient workflow helps you focus more on closing deals than on administrative tasks.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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