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Dealboard + Google Sheets

Dealboard + Google Sheets

Dealboard + Google Sheets integrations

Add new Dealboard leads to Google Sheets rows

Sometimes you need your leads in a spreadsheet too, for reporting, for a teammate who lives in Sheets, or for a marketing list. This template adds a row to a Google Sheet every time a new lead lands in Dealboard, with the name, email, company, source and campaign fields. Your sheet stays current without anyone exporting anything.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Dealboard and Google Sheets

Discover other triggers and actions you can use with Dealboard and Google Sheets

    • Board
      Required
    Trigger
    Instant
    Try It
    • Board
    • Deal
      Required
    • Note
      Required
    Action
    Write
    • Board
    • First Name
    • Last Name
    • Work Email
    • Phone
    • Company
    • Company Website
    • Message
    • How They Heard About You
    • Source
    • Submitted from URL
    • Page Title
    • Referrer
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Term
    • UTM Content
    • Google Ads Click Parameter (GCLID)
    Action
    Write
    • Board
      Required
    • Only These Stages
    Trigger
    Instant
    Try It
    • Board
      Required
    Trigger
    Instant
    Try It
    • Board
      Required
    • Deal Name
      Required
    • Company
    • Amount
    • Stage
    • Primary Contact Name
    • Primary Contact Title
    • Primary Contact Email
    • Primary Contact Phone
    • Primary Contact LinkedIn
    • Key Terms
    Action
    Write
    • Board
      Required
    • Deal
      Required
    • Move to Stage
      Required
    Action
    Write
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About Dealboard
Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.
Related categories
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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