Compass + Google Sheets
Create new Compass leads from new or updated Google Sheets rows
Easily add new leads from your Google Sheets to Compass with this seamless workflow. Whenever a new or updated row appears in your specified Google Sheets spreadsheet, a new lead will be created in the Compass app. This efficient process ensures your team stays on top of potential clients and effectively streamlines your lead management process.
Easily add new leads from your Google Sheets to Compass with this seamless workflow. Whenever a new or updated row appears in your specified Google Sheets spreadsheet, a new lead will be created in the Compass app. This efficient process ensures your team stays on top of potential clients and effectively streamlines your lead management process.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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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?
