Google Sheets + RepCard
Track RepCard appointment outcomes by creating rows in Google Sheets
Keep track of your RepCard appointments effectively with this automated workflow. When an appointment outcome is recorded in RepCard, it instantly creates a new row in your Google Sheets document with the relevant details. This streamlines your record-keeping process, providing a seamless way to organize appointment information without manual data entry.
Keep track of your RepCard appointments effectively with this automated workflow. When an appointment outcome is recorded in RepCard, it instantly creates a new row in your Google Sheets document with the relevant details. This streamlines your record-keeping process, providing a seamless way to organize appointment information without manual data entry.
- When this happens...Appointment Outcome
Triggers when a status is changed for an appointment.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
