Clienty + Google Sheets
Create new Clienty leads from new rows in your Google Sheets team drive
Streamline your lead management process by connecting Google Sheets and Clienty. With this workflow, every time there's a new row in your selected Google Sheets spreadsheet on Team Drive, a new lead is created in Clienty. This eliminates redundant data entry, ensuring that your sales team always has the latest leads at their fingertips. Perfect for sales teams who base their work on Google Sheets, this workflow offers a seamless transition of data to the Clienty platform.
Streamline your lead management process by connecting Google Sheets and Clienty. With this workflow, every time there's a new row in your selected Google Sheets spreadsheet on Team Drive, a new lead is created in Clienty. This eliminates redundant data entry, ensuring that your sales team always has the latest leads at their fingertips. Perfect for sales teams who base their work on Google Sheets, this workflow offers a seamless transition of data to the Clienty platform.
- When this happens...New Spreadsheet Row (Team Drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
- automatically do this!Create New Lead
Creates a new lead in the system
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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?
