Cash Flow Portal + Google Sheets
Create new rows in Google Sheets for new contacts in Cash Flow Portal
Stay organized and efficient with this workflow. When you add a new contact in the Cash Flow Portal app, it instantly creates a corresponding row in your chosen Google Sheets spreadsheet. This helps keep your information up-to-date in real-time, eliminating tedious manual data transfers and ensuring you never miss recording an important detail. You can now focus more on nurturing your business connections rather than worrying about misplacing their information.
Stay organized and efficient with this workflow. When you add a new contact in the Cash Flow Portal app, it instantly creates a corresponding row in your chosen Google Sheets spreadsheet. This helps keep your information up-to-date in real-time, eliminating tedious manual data transfers and ensuring you never miss recording an important detail. You can now focus more on nurturing your business connections rather than worrying about misplacing their information.
- When this happens...Create Contact
Triggers when a new contact is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Team
Try ItTeam
Try ItTeam
Try ItContact ID
Email address
Team
First name
Last name
Add tags
Remove tags
Note
Secondary email address
Phone number
Accreditation status
Show offerings
Marketing subscription
SMS consent
Street address line 1
Street address line 2
City
State/Province
Zip/Postal code
Country
UTM source
UTM medium
UTM campaign
UTM term
UTM content
UTM captured at
