Google Sheets + The Customer Factor
Add new The Customer Factor customers to Google Sheets as rows
Easily track your new customers from The Customer Factor by adding them to a Google Sheets spreadsheet. With this workflow, whenever a new customer is added in The Customer Factor, a corresponding row will be created in your selected Google Sheets spreadsheet. Streamline your customer management process and keep your records up-to-date effortlessly with this automation.
Easily track your new customers from The Customer Factor by adding them to a Google Sheets spreadsheet. With this workflow, whenever a new customer is added in The Customer Factor, a corresponding row will be created in your selected Google Sheets spreadsheet. Streamline your customer management process and keep your records up-to-date effortlessly with this automation.
- When this happens...New Customer
Triggers when a new customer is added to 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 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
Estimate 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.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
