Google Sheets + SALESENGINE.SE
Create Google Sheets rows for new SALESENGINE.SE consumer reminders
Easily keep track of consumer reminders from SALESENGINE.SE in a well-organized Google Sheets spreadsheet. With this workflow, whenever a new consumer reminder is created in SALESENGINE.SE, a row will be added to your chosen Google Sheets document. Stay organized and efficient by centralizing your reminder information into one accessible location.
Easily keep track of consumer reminders from SALESENGINE.SE in a well-organized Google Sheets spreadsheet. With this workflow, whenever a new consumer reminder is created in SALESENGINE.SE, a row will be added to your chosen Google Sheets document. Stay organized and efficient by centralizing your reminder information into one accessible location.
- When this happens...
New Consumer AddedTriggers when a new consumer record is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
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Partner Status Updated ToRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Partner Added
Triggers when a new partner record is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConsumer Record IDRequired
Status To Change ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SE Record TypeRequired
SE Record StatusRequired
SE Lead SourceRequired
SE Campaign
Workflow
LDN
First NameRequired
Last NameRequired
Address 1Required
Address 2
CityRequired
State
ZipRequired
PhoneRequired
EmailRequired
AgeRequired
Home Value
Mortgaged Owed
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone
Email
SE Record TypeRequired
SE Record StatusRequired
SE Lead Source
SE Campaign
Workflow
Address 1
Address 2
City
State
Zip
Birthdate
Home Value
Mortgaged Owed
Notes
Actual Close Date
Sq Footage
# of Units
Loan Type
Estimated Close Date
Loan Sale Type
Loan Purpose
Final Action
HUD Counseling Date
Application Intake Date
Application Date
HUD Certification Date
HECM MCA
2nd Liens
Existing Payment
Loan Number
Trust
Adjustable Rate
Fixed Rate
Margin
UPB
LO Fee
RM ID
Appraisal Paid By
AMC/Appraiser
Year Built
Year's at Property
Property Notes
Foundation
Construction Type
Record Owner
Assigned To
Record Accepted Date
Referring Partner
LDN
Legacy ID
GCLID
Coborrower First Name
Coborrower Last Name
Coborrower Birthdate
Customer Need
Soc Sec Income
Other Income
Real Estate Assets
Cash Assets
Race/Ethnicity
Mtg Owed Other Properties?
Medic-aide / SSI?
Gender
Annual Property Taxes
Annual Home Owners Insurance
Middle Name
Country
Description
Property County
Alt First Name
Alt Middle Name
Alt Last Name
Alt Birthdate
Alt Phone
Alt Email
Alt Company Name
Alt Address1
Alt Address2
Alt Zip
Alt City
Alt State
Alt Country
Stage
Alt Relationship
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
Partner Workflow
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
Status To Change ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Search PartnerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Consumer Status Updated ToRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Consumer Added
Triggers when a new consumer record is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConsumer Record IDRequired
Consumer WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email
Phone
StatusRequired
Workflow
TypeRequired
Company NameRequired
Stage
Address
Address 2
City
State
Zip
Country
Website
Birthdate
Title
Assistant
Description
Lead Source
campaigns
Record Owner
Assigned to User
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
First Name
Middle Name
Last Name
Email
Phone
Birthdate
Status
Workflow
Partner type
Address 1
Address 2
City
State
Zip
Country
Description
Website
Opt Out
Stage
Title
Assistant
Lead Source
Campaign
Record Accepted Date
Record Owner
Assigned to User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Consumer Record IDRequired
First Name
Last Name
Email
Phone
SE Record Type
SE Record Status
SE Lead Source
SE Campaign
Workflow
Address 1
Address 2
City
State
Zip
Birthdate
Opt Out
Home Value
Mortgaged Owed
Actual Close Date
Sq Footage
# of Units
Loan Type
Estimated Close Date
Loan Sale Type
Loan Purpose
Final Action
HUD Counseling Date
Application Intake Date
Application Date
HUD Certification Date
HECM MCA
2nd Liens
Existing Payment
Loan Number
Trust
Adjustable Rate
Fixed Rate
Margin
UPB
LO Fee
RM ID
Appraisal Paid By
AMC/Appraiser
Year Built
Year's at Property
Property Notes
Foundation
Construction Type
Record Owner
Assigned To
Record Accepted Date
Referring Partner
LDN
Legacy ID
GCLID
Coborrower First Name
Coborrower Last Name
Coborrower Birthdate
Customer Need
Soc Sec Income
Other Income
Real Estate Assets
Cash Assets
Race/Ethnicity
Mtg Owed Other Properties?
Medic-aide / SSI?
Gender
Annual Property Taxes
Annual Home Owners Insurance
Middle Name
Stage
Country
Description
Property County
Alt First Name
Alt Middle Name
Alt Last Name
Alt Birthdate
Alt Phone
Alt Email
Alt Company Name
Alt Address1
Alt Address2
Alt Zip
Alt City
Alt State
Alt Country
Alt Relationship
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Search ConsumerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Google Sheets
Related categories
About SALESENGINE.SE
Related categories
Related Zap Templates
- Create consumer reminders in SALESENGINE.SE from new Google Sheets rows
- Create multiple Google Sheets rows for new SALESENGINE.SE consumer reminders
- Update partner records in SALESENGINE.SE when new spreadsheet rows are added in Google Sheets
- Create partner records in SALESENGINE.SE for new spreadsheet rows in Google Sheets