Google Sheets + SALT
Track completed SALT submissions by creating new rows in Google Sheets
Link your SALT app to Google Sheets for faster data management. Whenever you complete a submission in SALT, this workflow creates a new row in your selected Google Sheets spreadsheet, ensuring your data is organized and readily accessible. This hassle-free solution saves you from the manual task of transferring data, allowing you to focus on more critical tasks.
Link your SALT app to Google Sheets for faster data management. Whenever you complete a submission in SALT, this workflow creates a new row in your selected Google Sheets spreadsheet, ensuring your data is organized and readily accessible. This hassle-free solution saves you from the manual task of transferring data, allowing you to focus on more critical tasks.
- When this happens...Submission Complete
Triggers when a prospect completes a form submission.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Contact
Triggers when a contact is created.
Try ItForm Progress
Triggers when a prospect moves forward on a SALT form.
Try ItSubmission Complete
Triggers when a prospect completes a form submission.
Try ItDocument Upload
Triggers when a document is uploaded to a submission.
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Contact Updated
Triggers when a contact is updated.
Try ItSubmission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Try ItSubmission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Try ItSubmission Sent To Rater
Triggers when a submission is sent to the agency's comparative rater.
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