Google Sheets + Workiz
Create new Workiz leads from new Google Sheets rows
Save time and streamline your lead management process with this Google Sheets and Workiz workflow. Whenever a new row is added to your Google Sheets spreadsheet, a lead will be created in Workiz, helping you keep track of potential customers without manual data entry. Stay organized and focus on closing deals by automating your lead capture process.
Save time and streamline your lead management process with this Google Sheets and Workiz workflow. Whenever a new row is added to your Google Sheets spreadsheet, a lead will be created in Workiz, helping you keep track of potential customers without manual data entry. Stay organized and focus on closing deals by automating your lead capture process.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Lead
Schedules a new lead in your Workiz 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?
