Google Sheets + Ignition
Track lost proposals in Ignition by creating rows in Google Sheets
Organize your sales pipeline more efficiently with this automation. When a proposal is marked as lost in the Ignition app, it immediately creates a new row in your Google Sheets. This allows you to track lost proposals, understand reasons behind the losses, and plan strategies for improvement. Upgrade your sales process and improve your decision-making with this streamlined workflow.
Organize your sales pipeline more efficiently with this automation. When a proposal is marked as lost in the Ignition app, it immediately creates a new row in your Google Sheets. This allows you to track lost proposals, understand reasons behind the losses, and plan strategies for improvement. Upgrade your sales process and improve your decision-making with this streamlined workflow.
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
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