Microsoft Excel + Salesboard
Track new Salesboard result code updates in Microsoft Excel rows
Tracking the status the prospects is vital, but it's also time-consuming. But what if you could perform real time performance analysis on your spreadsheets? With this Zap now you can! Once active, this integration automatically adds each new Salesboard result code update to a row in a specified Microsoft Excel spreadsheet.
Tracking the status the prospects is vital, but it's also time-consuming. But what if you could perform real time performance analysis on your spreadsheets? With this Zap now you can! Once active, this integration automatically adds each new Salesboard result code update to a row in a specified Microsoft Excel spreadsheet.
- When this happens...Result Code Updated
Triggers when a result code has changed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Appointment Created
Triggers when a appointment is created.
Try ItResult Code Updated
Triggers when a result code has changed.
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try It
Document Received
Triggers when a document is successfully received at Salesboard servers.
Try ItWrite a Audience Record
Write a Audience Record.
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
