Google Sheets + The Customer Factor
Create spreadsheet rows in Google Sheets for new emailed estimates in The Customer Factor
Effortlessly track your emailed estimates from The Customer Factor in a Google Sheets spreadsheet with this automation. When an estimate is emailed in The Customer Factor, a new row will be created in your chosen Google Sheets document, ensuring all your estimates are easily accessible and organized. Stay on top of your sales and record keeping while saving valuable time with this workflow.
Effortlessly track your emailed estimates from The Customer Factor in a Google Sheets spreadsheet with this automation. When an estimate is emailed in The Customer Factor, a new row will be created in your chosen Google Sheets document, ensuring all your estimates are easily accessible and organized. Stay on top of your sales and record keeping while saving valuable time with this workflow.
- When this happens...Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItEstimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
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Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
