Google Sheets + Salesboard
Add new Salesboard prospect changes to Google Sheets rows
Easily track Salesboard prospect changes with this template. For each new update, a row will be created in your chosen Google Sheets spreadsheet. You can filter the data by campaign, team, or user to fit your workflow!
Easily track Salesboard prospect changes with this template. For each new update, a row will be created in your chosen Google Sheets spreadsheet. You can filter the data by campaign, team, or user to fit your workflow!
- When this happens...Result Code Updated
Triggers when a result code has changed.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Appointment Created
Triggers when a appointment is created.
Try ItResult Code Updated
Triggers when a result code has changed.
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try It
Document Received
Triggers when a document is successfully received at Salesboard servers.
Try ItWrite a Audience Record
Write a Audience Record.
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try It
