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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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!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
- BoardRequired
Try ItTriggerInstant- BoardRequired
Try ItTriggerInstant- Board
- DealRequired
- NoteRequired
ActionWrite- 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)
ActionWrite
- BoardRequired
- Only These Stages
Try ItTriggerInstant- BoardRequired
Try ItTriggerInstant- BoardRequired
- Deal NameRequired
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
ActionWrite- BoardRequired
- DealRequired
- Move to StageRequired
ActionWrite
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Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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