Create/update SharpSpring opportunities from new or updated Google Sheets rows
Easily manage your sales opportunities with this seamless Google Sheets to SharpSpring workflow. When a new or updated row is detected in your Google Sheets spreadsheet, a corresponding opportunity will be created or updated in SharpSpring. This automation not only saves time but also ensures your sales pipeline stays organized and up-to-date.
Easily manage your sales opportunities with this seamless Google Sheets to SharpSpring workflow. When a new or updated row is detected in your Google Sheets spreadsheet, a corresponding opportunity will be created or updated in SharpSpring. This automation not only saves time but also ensures your sales pipeline stays organized and up-to-date.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?