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Google Sheets + Upnify

Create spreadsheet rows in Google Sheets for new prospects in Upnify

Organize and track your new Upnify prospects effectively with this automation. Each time you receive a new prospect in Upnify, this workflow will create a new row in your specified Google Sheets spreadsheet. With this, you can keep your prospect data in one accessible place, making management and follow-up tasks simpler and more efficient.

Organize and track your new Upnify prospects effectively with this automation. Each time you receive a new prospect in Upnify, this workflow will create a new row in your specified Google Sheets spreadsheet. With this, you can keep your prospect data in one accessible place, making management and follow-up tasks simpler and more efficient.

  1. When this happens...
    UpnifyUpnify
    New Prospect

    Triggers when a new prospect is created on your Upnify account.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Upnify triggers, actions, and search

    New Client

    Triggers when a new client is created on your Upnify account.

    Trigger
    Instant
    Try It
  • Upnify triggers, actions, and search

    New Sale

    Triggers when a new sale is created on your Upnify account.

    Trigger
    Instant
    Try It
    • Origin

    • Phase

    • Label

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
  • Upnify triggers, actions, and search

    New Oportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Upnify triggers, actions, and search

    New Prospect

    Triggers when a new prospect is created on your Upnify account.

    Trigger
    Instant
    Try It
    • Origin

    • Label

    • Prospect phase

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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upnify logo
upnify logo

About Upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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