Create rows in Google Sheets for new Birdeye leads
Effortlessly manage your new leads from Birdeye by adding them to a Google Sheets spreadsheet with this automation. Once set up, every time a new lead is generated in Birdeye, a row will be created in your chosen Google Sheets spreadsheet, keeping your lead information organized and easily accessible. This workflow helps streamline lead management, saving you time and allowing you to focus on converting those leads into customers.
Effortlessly manage your new leads from Birdeye by adding them to a Google Sheets spreadsheet with this automation. Once set up, every time a new lead is generated in Birdeye, a row will be created in your chosen Google Sheets spreadsheet, keeping your lead information organized and easily accessible. This workflow helps streamline lead management, saving you time and allowing you to focus on converting those leads into customers.
- When this happens...New Lead
Triggers when new lead is created in birdeye
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItNew Invoice
Triggers when a new invoice is created in birdeye
Try ItNew Payment
Triggers when a new payment is created in birdeye
Try ItClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
End Time
Appointment Type Id
Appointment Type
Duration
Reason To Visit
Notes
Guardian Id
Guardian First Name
Guardian Last Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
Action
New Refund
Triggers when a new refund is created in birdeye
Try ItBusiness NumberRequired
Try ItBusiness NumberRequired
Try ItBusiness IdRequired
First Name
Last Name
Customer Email
Customer Phone
External Reference ID
Custom Fields
Referred By Code
Referred By Email
Referred By Phone
Employee First Name
Employee Last Name
Employee Email Id
Employee Phone Number