Microsoft Excel + FLG
Update rows in Microsoft Excel when leads are updated in FLG
Stay updated on lead activities directly from your preferred Microsoft Excel spreadsheet with this workflow. Whenever there's an update to a lead in FLG, the information will instantly appear as a new row in your selected Excel file. This process enhances your organization methods, and provides an efficient method of tracking lead data, saving you time in managing your business operations.
Stay updated on lead activities directly from your preferred Microsoft Excel spreadsheet with this workflow. Whenever there's an update to a lead in FLG, the information will instantly appear as a new row in your selected Excel file. This process enhances your organization methods, and provides an efficient method of tracking lead data, saving you time in managing your business operations.
- When this happens...Lead Updated
Triggers when a lead is updated.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
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