Google Sheets + Neos
Create Neos intakes from new Google Sheets rows
Automatically create Neos intakes from the leads you track in a Google Sheets spreadsheet. Once you setup the initial template for a specific spreadsheet, it will automatically create intakes for you without any manual data entry.
Automatically create Neos intakes from the leads you track in a Google Sheets spreadsheet. Once you setup the initial template for a specific spreadsheet, it will automatically create intakes for you without any manual data entry.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
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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?
