Microsoft Excel + Perspective
Create new rows in Microsoft Excel for every new lead via funnel in Perspective
Boost your lead management efficiency with this workflow. As soon as a new lead is captured through your Perspective app, a new row is added on your Microsoft Excel spreadsheet. This automated process ensures all your leads from Perspective are recorded in your Excel table, providing a clear, organized list for effective follow-up and tracking.
Boost your lead management efficiency with this workflow. As soon as a new lead is captured through your Perspective app, a new row is added on your Microsoft Excel spreadsheet. This automated process ensures all your leads from Perspective are recorded in your Excel table, providing a clear, organized list for effective follow-up and tracking.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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