Microsoft Excel + Lead Forensics
Add new Lead Forensics visits to Microsoft Excel rows for seamless tracking and organization
Stay on top of new lead visits with this seamless workflow that connects Lead Forensics with Microsoft Excel. When a new trigger visit is detected in Lead Forensics, this automation will add a row to your specified Microsoft Excel table, ensuring you have all the important information for quick and efficient follow-up. Keep your leads organized and never miss an opportunity to connect with potential clients.
Stay on top of new lead visits with this seamless workflow that connects Lead Forensics with Microsoft Excel. When a new trigger visit is detected in Lead Forensics, this automation will add a row to your specified Microsoft Excel table, ensuring you have all the important information for quick and efficient follow-up. Keep your leads organized and never miss an opportunity to connect with potential clients.
- When this happens...New Trigger Visit
Triggers when a new visit that meets a trigger report is completed.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
- Free forever for core features
- 14 day trial for premium features & apps
