Update Microsoft Excel rows when person stages change in Follow Up Boss
Streamline your sales progress tracking with this seamless integration. When a person's stage is updated in Follow Up Boss, this workflow automatically adds a new row in your Microsoft Excel spreadsheet. Stay organized and keep you and your team on the same page without any manual data entry. Enjoy more time to focus on nurturing your leads and closing sales.
Streamline your sales progress tracking with this seamless integration. When a person's stage is updated in Follow Up Boss, this workflow automatically adds a new row in your Microsoft Excel spreadsheet. Stay organized and keep you and your team on the same page without any manual data entry. Enjoy more time to focus on nurturing your leads and closing sales.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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