Create spreadsheet rows in Google Sheets for new leads in Get The Referral
Stay on top of your leads in Get The Referral with this workflow. Everytime there's a new lead in Get The Referral, a new row will be created in your Google Sheets. This automation ensures that you never miss a lead while saving you the hassle of manual data entry, thereby increasing efficiency in managing your leads.
Stay on top of your leads in Get The Referral with this workflow. Everytime there's a new lead in Get The Referral, a new row will be created in your Google Sheets. This automation ensures that you never miss a lead while saving you the hassle of manual data entry, thereby increasing efficiency in managing your leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate IdRequired
Product IdRequired
EmailRequired
First Name
Last Name
Phone
Address Line 1
Address Line 2
State
City
Postal Code
Best Time to Contact
External Id
Is Lead From CRM?
Note
Lead ID or Email AddressRequired
New Advocate
Triggers when a new advocate is created.
Try ItSales Rep IdRequired
EmailRequired
First NameRequired
Last NameRequired
PW
Country Code
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Parent Advocate Id
Referral Code
XTRM User Id
Advocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Sale Amount





