- Data Automation
- Spreadsheet Management
- Automate data tracking
Manage candidate and client data in spreadsheets for tracking and followup
Automating candidate and client data management in spreadsheets ensures all information is consistently updated and organized without manual entry. This setup enables real-time tracking of new and updated records, allowing for timely follow-ups and informed decision-making. It reduces errors, saves hours of administrative work, and gives teams a clear, centralized view of their pipeline.
Filter by common apps:
 Google Sheets Google Sheets
 ClickFunnels ClickFunnels
 Slack Slack
 Microsoft Outlook Microsoft Outlook
 TrueCoach TrueCoach
 Notion Notion
 HubSpot HubSpot
 Filter by Zapier Filter by Zapier
 Webhooks by Zapier Webhooks by Zapier
 DripJobs DripJobs
 Microsoft Excel Microsoft Excel
 Code by Zapier Code by Zapier
 ActiveCampaign ActiveCampaign
 Project Broadcast Project Broadcast
 Flodesk Flodesk
- Manage new or updated contacts in ClickFunnels, tag them, and notify in Slack
- Update spreadsheet with details from updated Microsoft Outlook calendar eventUpdate spreadsheet with details from updated Microsoft Outlook calendar event
- Log new client information in Google Sheets and Notion from TrueCoachLog new client information in Google Sheets and Notion from TrueCoach
- Update contact info and log engagement in HubSpot from new Google Sheets rowUpdate contact info and log engagement in HubSpot from new Google Sheets row
- Retrieve and update party information in Google Sheets from new or modified entriesRetrieve and update party information in Google Sheets from new or modified entries
- Update Excel with completed project details from DripJobsUpdate Excel with completed project details from DripJobs
- Process new client info from Excel, transform data with Python, and create entry in NotionProcess new client info from Excel, transform data with Python, and create entry in Notion
- Transfer new member info from Google Sheets to Notion, and create or update contact in ActiveCampaignTransfer new member info from Google Sheets to Notion, and create or update contact in ActiveCampaign
- Manage contact information in Google Sheets, find or create contact in Project Broadcast, apply keyword, and update subscriber in FlodeskManage contact information in Google Sheets, find or create contact in Project Broadcast, apply keyword, and update subscriber in Flodesk














