Behavior Sales + Google Sheets
Create LinkedIn profile based pre-call briefs in Behavior Sales from new Google Sheets rows
You can do a few things to increase the chances that potential customers will want to speak with you. One of these is having a well-crafted pre-call brief. Zapier integrates Google Sheets with Behavior Sales when a new row is added to a spreadsheet. To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Linkedin Profile URL and Email. You can test this integration by checking for the brief on your Behavior Sales dashboard.
You can do a few things to increase the chances that potential customers will want to speak with you. One of these is having a well-crafted pre-call brief. Zapier integrates Google Sheets with Behavior Sales when a new row is added to a spreadsheet. To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Linkedin Profile URL and Email. You can test this integration by checking for the brief on your Behavior Sales dashboard.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create LinkedIn Profile Based Pre-Call Brief
Personality type analysis (Pre-call Brief) based on a LinkedIn profile
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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?
