Google Sheets + Leap CRM
Add new Leap CRM customers to Google Sheets as columns
Stay organized and efficient every time you acquire a new customer in Leap CRM. This workflow automatically creates a spreadsheet column in Google Sheets, making it easy to manage customer information and ensure seamless record-keeping. Say goodbye to manual updates and keep your data centralized with this smooth automation.
Stay organized and efficient every time you acquire a new customer in Leap CRM. This workflow automatically creates a spreadsheet column in Google Sheets, making it easy to manage customer information and ensure seamless record-keeping. Say goodbye to manual updates and keep your data centralized with this smooth automation.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Spreadsheet Column
Create a new column in a specific spreadsheet.
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- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
