Google Sheets + Optix
Create new spreadsheet rows in Google Sheets for new leads in Optix
Effortlessly keep track of new Optix leads directly in Google Sheets. This workflow springs into action as soon as a new lead surfaces in Optix and seamlessly adds a new row in your chosen Google Sheets document with the lead's details. Simplify your lead management and save time with this efficient organization method.
Effortlessly keep track of new Optix leads directly in Google Sheets. This workflow springs into action as soon as a new lead surfaces in Optix and seamlessly adds a new row in your chosen Google Sheets document with the lead's details. Simplify your lead management and save time with this efficient organization method.
- When this happens...New Lead
Triggers when a new lead is added to an organization. It has 1 hour delay, and it won’t be triggered if a lead becomes an active member within that period.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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