Create new Clientjoy leads from new or updated rows in Google Sheets
This workflow kicks into action whenever there is a new or updated row in your Google Sheets, helping you stay organized and efficient. It generates a lead in Clientjoy to help manage your clientele better, effectively turning spreadsheet updates into potential opportunities. A perfect solution for those seeking to streamline their lead creation process and maximize productivity.
This workflow kicks into action whenever there is a new or updated row in your Google Sheets, helping you stay organized and efficient. It generates a lead in Clientjoy to help manage your clientele better, effectively turning spreadsheet updates into potential opportunities. A perfect solution for those seeking to streamline their lead creation process and maximize productivity.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Lead
Create a new Lead in your Clientjoy's Sales Pipeline.
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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?