Google Sheets + Workiz
Create multiple rows in Google Sheets for new leads in Workiz
Easily manage new leads from Workiz by creating multiple rows in a Google Sheets spreadsheet. This intelligent workflow is designed to streamline your process, allowing you to track all of your leads in one convenient place. With this seamless integration, you can save valuable time and stay organized.
Easily manage new leads from Workiz by creating multiple rows in a Google Sheets spreadsheet. This intelligent workflow is designed to streamline your process, allowing you to track all of your leads in one convenient place. With this seamless integration, you can save valuable time and stay organized.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
