Google Sheets + The Customer Factor
Generate multiple Google Sheets rows for new customers in The Customer Factor
When a new customer is added in The Customer Factor, this hassle-free workflow updates your Google Sheets by creating multiple spreadsheet rows instantly. This streamlines your process, saving you plenty of time and reducing the risk of manual data entry errors. Maintain accurate customer records with this seamless integration.
When a new customer is added in The Customer Factor, this hassle-free workflow updates your Google Sheets by creating multiple spreadsheet rows instantly. This streamlines your process, saving you plenty of time and reducing the risk of manual data entry errors. Maintain accurate customer records with this seamless integration.
- When this happens...New Customer
Triggers when a new customer is added to The Customer Factor.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
