3Sigma CRM + Google Sheets
Save and manage new or updated Google Sheets rows as leads in 3Sigma CRM
Simplify the way you manage leads in 3Sigma CRM by using this workflow. With this setup, each time you make a new or updated entry in your Google Sheets' Team Drive, it is directly saved as a lead in 3Sigma CRM. It's a great way to streamline your lead capturing process and ensures no important lead slips through the cracks. So, focus more on closing deals while your workspace remains organized and up-to-date.
Simplify the way you manage leads in 3Sigma CRM by using this workflow. With this setup, each time you make a new or updated entry in your Google Sheets' Team Drive, it is directly saved as a lead in 3Sigma CRM. It's a great way to streamline your lead capturing process and ensures no important lead slips through the cracks. So, focus more on closing deals while your workspace remains organized and up-to-date.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
- automatically do this!Save Lead
Saves a Lead in 3Sigma database, whenever a new lead is created in connected app
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
