Google Sheets + SharpSpring
Create and update SharpSpring opportunities from new Google Sheets rows
Streamline your sales process with this convenient workflow. Whenever a new row is added in your Google Sheets, an opportunity is created or updated in your SharpSpring. This ensures all your data is up-to-date and helps keep track of potential business prospects. A seamless process that saves time and fosters efficient business operations.
Streamline your sales process with this convenient workflow. Whenever a new row is added in your Google Sheets, an opportunity is created or updated in your SharpSpring. This ensures all your data is up-to-date and helps keep track of potential business prospects. A seamless process that saves time and fosters efficient business operations.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of 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?
