Google Sheets + Workiz
Create leads in Workiz for new or updated rows in Google Sheets
Keep track of your Google Sheets updates and effortlessly manage leads in Workiz. With this workflow, each new or updated row in your Google Sheets will be transformed into a lead in Workiz. Enhance your lead management process, making it seamless and time-saving.
Keep track of your Google Sheets updates and effortlessly manage leads in Workiz. With this workflow, each new or updated row in your Google Sheets will be transformed into a lead in Workiz. Enhance your lead management process, making it seamless and time-saving.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in 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?
