Google Sheets + Yardbook
Create Yardbook leads from new or updated rows in Google Sheets
Turn your Google Sheets updates into new business opportunities with this workflow. Whenever there's a new or updated row in your spreadsheet, a new lead is immediately created in Yardbook. This solution not only saves you plenty of time on manual data entry but also ensures that every potential client is swiftly noted in your Yardbook account. Start optimizing your lead management process with this handy integration.
Turn your Google Sheets updates into new business opportunities with this workflow. Whenever there's a new or updated row in your spreadsheet, a new lead is immediately created in Yardbook. This solution not only saves you plenty of time on manual data entry but also ensures that every potential client is swiftly noted in your Yardbook account. Start optimizing your lead management process with this handy integration.
- 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
Creates a new lead and a prospect in Yardbook
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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?
