AccuLynx + Google Sheets
Create new AccuLynx leads from new or updated rows in Google Sheets team drive
Keep your sales pipeline updated without any extra effort. With this workflow, every time you make changes or add a new row in your Google Sheets on Team Drive, a new lead is instantly created in your AccuLynx software. This allows you to effortlessly manage and track your leads directly from your spreadsheet data, ensuring your sales process is up-to-date and efficient.
Keep your sales pipeline updated without any extra effort. With this workflow, every time you make changes or add a new row in your Google Sheets on Team Drive, a new lead is instantly created in your AccuLynx software. This allows you to effortlessly manage and track your leads directly from your spreadsheet data, ensuring your sales process is up-to-date and efficient.
- 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!Create Lead
Creates a new lead.
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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?
