Create a new row in Google Sheets for each new customer in FieldPulse
When you acquire a new customer in FieldPulse, this workflow ensures their details are immediately added to a new row in your Google Sheets spreadsheet. In turn, this reduces the need for manual data entry and ensures you have an up-to-date and organized Customer record at your fingertips. This seamless link between FieldPulse and Google Sheets keeps your business processes efficient and your customer data accurate and up-to-date.
When you acquire a new customer in FieldPulse, this workflow ensures their details are immediately added to a new row in your Google Sheets spreadsheet. In turn, this reduces the need for manual data entry and ensures you have an up-to-date and organized Customer record at your fingertips. This seamless link between FieldPulse and Google Sheets keeps your business processes efficient and your customer data accurate and up-to-date.
- When this happens...New Customer
Trigger when a new customer is added.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Customer
Trigger when a new customer is added.
Try ItJob Id
FileRequired
FilenameRequired
Customer IdRequired
Job TitleRequired
Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
Notes
Search Value
Customer Id
FileRequired
FilenameRequired
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip Code
Notes
First NameRequired
Last Name
Email
Phone
City
State
Zip Code
Address
Notes
Job Notes
Search by text
Job ID
Customer ID
Project ID
Project Name
Job Start Date
Job End Date