Create new Proposify proposals from new or updated rows in Google Sheets
Effortlessly keep your sales pipeline updated with this Google Sheets to Proposify workflow. Whenever there are new or updated rows in your Google Sheets, a new proposal will be created immediately in Proposify. This automation enables a seamless transition of data, ensuring your sales team can focus on crafting winning proposals rather than manual data entry.
Effortlessly keep your sales pipeline updated with this Google Sheets to Proposify workflow. Whenever there are new or updated rows in your Google Sheets, a new proposal will be created immediately in Proposify. This automation enables a seamless transition of data, ensuring your sales team can focus on crafting winning proposals rather than manual data entry.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Proposal
Creates a new proposal.
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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?