As a business owner, getting a quick snapshot of your pipeline and the activity of your sales team is valuable. Spreadsheets allow you to get a quick overview and dig into the details if you need to. Use this Zapier automation to adds the details of all new proposals to Google Sheets, so you have a historical record of all proposal activity and can run some more detailed reports as needed.
How this Better Proposals - Google Sheets integration works
- A new proposal is created in Better Proposals
- Zapier adds a new row to your Google Sheets spreadsheet
- Better Proposals
- Google Sheets
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Triggers when a proposal is opened.
Create a blank worksheet with a title. Optionally, provide headers.
Triggers when a proposal is signed.
Create a new row in a specific spreadsheet.
Triggers when a proposal is paid.
Update a row in a specific spreadsheet.
Triggered when a new row is added to the bottom of a spreadsheet.
Creates a new proposal.
Triggered when a new row is added or modified in a spreadsheet.
Create one or more new rows in a specific spreadsheet (with line item support).