Behavior Sales + Google Sheets
Create plain text based pre-call briefs in Behavior Sales from new Google Sheets rows
By using this template, Zapier will create a plain text based pre-call brief in Behavior Sales whenever there's a new Google Sheets row. To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: First Name, Last Name, and Text to Analyze. Make sure you load at least 300 characters for full personality analysis. Less than 300 characters will produce a less confident report.
By using this template, Zapier will create a plain text based pre-call brief in Behavior Sales whenever there's a new Google Sheets row. To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: First Name, Last Name, and Text to Analyze. Make sure you load at least 300 characters for full personality analysis. Less than 300 characters will produce a less confident report.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Plain Text Based Pre-Call Brief
Personality type analysis (Pre-call Brief) based on plain text.
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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?
