Create new Planports leads from new or updated rows in Google Sheets
Stay on top of your sales game with this smart workflow. Whenever there's a new or updated row in your Google Sheets, it instantly creates a lead in Planports. This hassle-free process ensures you don't miss any potential clients, keeping your sales pipeline flowing smoothly. The perfect solution for sales teams who want to save time and improve efficiency.
Stay on top of your sales game with this smart workflow. Whenever there's a new or updated row in your Google Sheets, it instantly creates a lead in Planports. This hassle-free process ensures you don't miss any potential clients, keeping your sales pipeline flowing smoothly. The perfect solution for sales teams who want to save time and improve efficiency.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Lead
Creates a new lead and sends a notification to Planports users.
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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?