Microsoft Excel + Plezi
Add rows in Microsoft Excel when contact scores are updated in Plezi
Keep your Microsoft Excel records updated with any changes in contact score from the Plezi app with this handy workflow. Once set up, every time a contact score is updated in Plezi, a new row gets added in your selected Excel sheet. This automation allows for efficient data management, saving you time and ensuring consistency in tracking contact interactions.
Keep your Microsoft Excel records updated with any changes in contact score from the Plezi app with this handy workflow. Once set up, every time a contact score is updated in Plezi, a new row gets added in your selected Excel sheet. This automation allows for efficient data management, saving you time and ensuring consistency in tracking contact interactions.
- When this happens...Contact Score Changed
Triggers when the score of a contact is changed above a specific value.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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