Commusoft + Google Sheets
Create new Commusoft opportunities from new Google Sheets rows
Boost efficiency in managing business opportunities with this practical workflow. Whenever a new row is added in Google Sheets, it will spring into action, creating a corresponding opportunity in your Commusoft account. It's a seamless solution to ensure all your potential business deals are captured promptly and professionally.
Boost efficiency in managing business opportunities with this practical workflow. Whenever a new row is added in Google Sheets, it will spring into action, creating a corresponding opportunity in your Commusoft account. It's a seamless solution to ensure all your potential business deals are captured promptly and professionally.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Opportunity
This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.
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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?
