Create new Lofty leads from updated Google Sheets rows in team drive
Keep your sales process moving seamlessly with this workflow. Whenever a new row is added to your team's Google Sheets, a lead is instantly created in Lofty. This means less manual data entry, giving you more time to cultivate and convert your leads. Take advantage of this efficient way to ensure no potential client information gets lost in the shuffle.
Keep your sales process moving seamlessly with this workflow. Whenever a new row is added to your team's Google Sheets, a lead is instantly created in Lofty. This means less manual data entry, giving you more time to cultivate and convert your leads. Take advantage of this efficient way to ensure no potential client information gets lost in the shuffle.
- When this happens...New Spreadsheet Row (Team Drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
- automatically do this!Create Lead
Creates a new lead.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?