Microsoft Excel + FLG
Create rows in Microsoft Excel for new leads in FLG
Simplify your lead management process with this automation workflow between FLG and Microsoft Excel. Whenever a new lead is created in FLG, the information is instantaneously passed onto your chosen Microsoft Excel spreadsheet as a new row, ensuring zero-delay data transfer. Eliminate tedious manual data entry and ensure your sales team always has the most up-to-date lead information at their fingertips.
Simplify your lead management process with this automation workflow between FLG and Microsoft Excel. Whenever a new lead is created in FLG, the information is instantaneously passed onto your chosen Microsoft Excel spreadsheet as a new row, ensuring zero-delay data transfer. Eliminate tedious manual data entry and ensure your sales team always has the most up-to-date lead information at their fingertips.
- When this happens...Lead Created
Triggers when a lead is created.
- 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
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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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