Google Sheets + Workiz
Create spreadsheet rows at top in Google Sheets for new leads in Workiz
Streamline your business workflow by creating an efficient process between Workiz and Google Sheets. With this solution, as soon as a new lead arrives in Workiz, a row will be immediately added at the top of your desired Google Sheets spreadsheet. This ensures your lead information is organized and accessible, saving you the time and effort of manual data entry.
Streamline your business workflow by creating an efficient process between Workiz and Google Sheets. With this solution, as soon as a new lead arrives in Workiz, a row will be immediately added at the top of your desired Google Sheets spreadsheet. This ensures your lead information is organized and accessible, saving you the time and effort of manual data entry.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
- Free forever for core features
- 14 day trial for premium features & apps
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
