Update prospect status in PersistIQ when new spreadsheets are added in Google Sheets
When a new spreadsheet is created in Google Sheets, keep your sales pipeline updated in PersistIQ with this seamless workflow. It ensures your prospects' status in PersistIQ stays accurate, eliminating the need for manual updates and helping your sales team stay focused on generating leads. Enjoy an efficient and streamlined data management process.
When a new spreadsheet is created in Google Sheets, keep your sales pipeline updated in PersistIQ with this seamless workflow. It ensures your prospects' status in PersistIQ stays accurate, eliminating the need for manual updates and helping your sales team stay focused on generating leads. Enjoy an efficient and streamlined data management process.
- When this happens...New Spreadsheet
Triggers when a new spreadsheet is created.
- automatically do this!Update Prospect Status
Updates prospect status.
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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?