eForma + Google Sheets
Create leads in eForma from new or updated rows in Google Sheets team drive
Need an easy way to turn your Google Sheets updates into actionable leads in eForma? This workflow has your back. Whenever there's a new or updated row in your selected Google Sheets spreadsheet, it swiftly creates a lead in eForma. Stay organized and ensure every piece of data is leveraged effectively, all without lifting a finger.
Need an easy way to turn your Google Sheets updates into actionable leads in eForma? This workflow has your back. Whenever there's a new or updated row in your selected Google Sheets spreadsheet, it swiftly creates a lead in eForma. Stay organized and ensure every piece of data is leveraged effectively, all without lifting a finger.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
- automatically do this!Create Lead
Creates a new Lead
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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?
