Create new deals in Follow Up Boss from new rows in Google Sheets team drive
Streamline your sales process with this workflow. When a new row is added to your Team Drive in Google Sheets, a deal is instantly created in your Follow Up Boss app. This efficient system makes sure no potential deals fall through the cracks, keeping your sales process smooth and organized.
Streamline your sales process with this workflow. When a new row is added to your Team Drive in Google Sheets, a deal is instantly created in your Follow Up Boss app. This efficient system makes sure no potential deals fall through the cracks, keeping your sales process smooth and organized.
- When this happens...New Spreadsheet Row (Team Drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
- automatically do this!Create Deal
Creates a deal on a contact.
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