DripJobs + Microsoft Excel
Update rows in Microsoft Excel when projects are completed in DripJobs
Keep your Project Management process efficient with this workflow. Whenever a project is completed in DripJobs, this integration will seamlessly update a row in your Microsoft Excel spreadsheet. That way, you'll have instant, up-to-date records without manually transferring data between platforms. Enhance your productivity by consolidating steps in your project-tracking process.
Keep your Project Management process efficient with this workflow. Whenever a project is completed in DripJobs, this integration will seamlessly update a row in your Microsoft Excel spreadsheet. That way, you'll have instant, up-to-date records without manually transferring data between platforms. Enhance your productivity by consolidating steps in your project-tracking process.
- When this happens...Project Completed
Triggers when a project is marked completed in dripjobs.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try It
