EnergySage + Google Sheets
Track new or updated EnergySage leads by creating rows in Google Sheets
Streamline your lead management process with this effective workflow. When new or updated leads come in through EnergySage, this automation instantaneously creates a dedicated row for them in your Google Sheets spreadsheet. This process ensures that you can easily track, monitor and handle all leads directly from your spreadsheet, keeping your lead management organized and efficient.
Streamline your lead management process with this effective workflow. When new or updated leads come in through EnergySage, this automation instantaneously creates a dedicated row for them in your Google Sheets spreadsheet. This process ensures that you can easily track, monitor and handle all leads directly from your spreadsheet, keeping your lead management organized and efficient.
- When this happens...New or Updated Lead
Triggers when a lead is created or updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New or Updated Lead
Triggers when a lead is created or updated.
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
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Market Property UUID
Funnel StateRequired
Street AddressRequired
City
State
Zip Code
First Name
Last Name
Alias email
Installation Size [kW]
Installation Cost
Includes Battery
Includes Roofing
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try It
