Google Sheets + Workiz
Create new Google Sheets rows from new Workiz leads
Enhance your lead management process with this seamless integration between Workiz and Google Sheets. When a new lead is added in Workiz, the information is instantly transferred to a new row in your selected Google Sheets spreadsheet. This automation not only saves you time on data entry, but it also ensures your spreadsheet stays up-to-date with all your latest leads for easy tracking and analysis.
Enhance your lead management process with this seamless integration between Workiz and Google Sheets. When a new lead is added in Workiz, the information is instantly transferred to a new row in your selected Google Sheets spreadsheet. This automation not only saves you time on data entry, but it also ensures your spreadsheet stays up-to-date with all your latest leads for easy tracking and analysis.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Drive
SpreadsheetRequired
WorksheetRequired
Try It
