Google Sheets + RepCard
Set appointments in RepCard and create corresponding spreadsheet rows in Google Sheets
Effortlessly capture and organize your RepCard appointments in Google Sheets with this streamlined workflow. Once you set an appointment in RepCard, a new row instantly emerges in your selected Google Sheets spreadsheet. It simplifies your tracking process, ensuring you never miss the details of an important meeting. Turn to this workflow for a seamless connection between your scheduling and record-keeping tasks.
Effortlessly capture and organize your RepCard appointments in Google Sheets with this streamlined workflow. Once you set an appointment in RepCard, a new row instantly emerges in your selected Google Sheets spreadsheet. It simplifies your tracking process, ensuring you never miss the details of an important meeting. Turn to this workflow for a seamless connection between your scheduling and record-keeping tasks.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- 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
